Filed June 9, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $361,451 |
GERBER LLC2 years Filed as: GERBER/ TAYLOR ASSOCIATES, INC. Service code 17 · EIN 62-1420786 | Pension Consulting | $40,283 |
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $30,877 |
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 | $66,313 | $68,110-2.6% | $155,556-57.4% | $99,313-33.2% |
| Participation rate | 57.0% | 67.8%-10.8pp | 78.2%-21.2pp | 71.7%-14.7pp |
| Annual return | 10.20% | 16.16%-6.0pp | 64.84%-54.6pp | 17.67%-7.5pp |
| Employer contribution / active EE | $2,623 | $2,291+14.5% | $4,675-43.9% | $3,264-19.6% |
| Participant deferral / active EE | $0 | $3,865-100.0% | $5,631-100.0% | $5,346-100.0% |
| Admin fee / account holder | $63 | $94-32.5% | $15,885-99.6% | $109-41.9% |