Filed June 9, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $301,818 |
GERBER LLC1 year Filed as: GERBER/ TAYLOR ASSOCIATES, INC. Service code 17 · EIN 62-1420786 | Pension Consulting | $43,547 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $39,321 |
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 | $62,599 | $59,312+5.5% | $149,740-58.2% | $103,657-39.6% |
| Participation rate | 57.4% | 70.3%-12.9pp | 78.8%-21.4pp | 73.4%-16.0pp |
| Annual return | 14.69% | 78.03%-63.3pp | 134.51%-119.8pp | 33.13%-18.4pp |
| Employer contribution / active EE | $2,542 | $2,187+16.2% | $4,821-47.3% | $3,216-21.0% |
| Participant deferral / active EE | $0 | $3,719-100.0% | $5,683-100.0% | $5,218-100.0% |
| Admin fee / account holder | $56 | $103-45.5% | $13,222-99.6% | $114-50.9% |