Filed June 9, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $201,286 |
KPMG LLP3 years Service code 10 · EIN 13-5565207 | Accounting | $34,308 |
BKD, LLP2 years Filed as: BKD CPA'S & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $3,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,345 | $63,259-15.7% | $178,510-70.1% | $93,223-42.8% |
| Participation rate | 62.7% | 72.1%-9.4pp | 81.9%-19.2pp | 74.9%-12.2pp |
| Annual return | 11.33% | 19.93%-8.6pp | 151.13%-139.8pp | 19.29%-8.0pp |
| Employer contribution / active EE | $1,473 | $1,865-21.0% | $5,011-70.6% | $2,680-45.0% |
| Participant deferral / active EE | $0 | $3,372-100.0% | $5,202-100.0% | $4,563-100.0% |
| Admin fee / account holder | $33 | $58-42.8% | $13,988-99.8% | $79-58.1% |