Filed June 9, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $341,558 |
KPMG LLP4 years Service code 10 · EIN 13-5565207 | Accounting | $35,900 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,241 | $69,238-13.0% | $185,854-67.6% | $101,555-40.7% |
| Participation rate | 60.2% | 73.5%-13.3pp | 81.7%-21.5pp | 74.5%-14.3pp |
| Annual return | 10.70% | 21.26%-10.6pp | 122.12%-111.4pp | 21.00%-10.3pp |
| Employer contribution / active EE | $2,439 | $2,104+15.9% | $5,169-52.8% | $2,972-18.0% |
| Participant deferral / active EE | $0 | $3,764-100.0% | $5,569-100.0% | $4,874-100.0% |
| Admin fee / account holder | $55 | $66-16.6% | $16,246-99.7% | $139-60.4% |