RETIREMENT PLAN SERVICES LEGACY HEALTH SYSTEM Investment Performance as of May 31, 2016 Lincoln Alliance program LCN 1442711 031416 For plan sponsor use only. Not for use with plan participants. 2016 Lincoln National Corporation
The performance data quoted represents past performance; past performance does not guarantee future results. Investment returns and principal value will fluctuate so your account balance, when redeemed, may be worth more or less than your original cost. Current performance may be lower or higher than the performance data quoted. Instances of high doubledigit returns are highly unusual and cannot be sustained. Investors should be aware that returns vary due to market conditions. Fees and expenses reduce the assets allocated to your investment under the plan, ultimately lowering the net rate of return. Please obtain performance data for the most recent month end by visiting www..com and requesting a quote using the appropriate ticker symbol. For the performance of collective trusts, please call 8775339710. Hueler Stable Value ** Lincoln Stable Value IntermediateTerm Bond Barclays US Agg Bond TR USD Baird Core Plus Bond Inst BCOIX ÙÙÙÙÙ 0.10 0.30 0.10 0.82 0.30 1 Month 0. 0.00 0.03 YTD 1.21 0.69 3.25 3.45 4.19 1 Year 1.49 1.59 1.81 2.99 2.87 3 Year 1.52 1.57 2.33 2.91 3.27 5 Year 1.85 1.88 3.19 3.33 4.12 2.87 3.11 4.60 4.97 6.05 19 1114 8 1104 12 1080 8 1037 10 997 5 869 9/29/2000 0 Metropolitan West Total Return Bond I MWTIX ÙÙÙÙÙ 0.44 0.44 0.00 2.88 2.16 2.88 4.50 6.66 3/31/2000 54 73 45 20 4 1 1114 1104 1080 1037 997 869 0 PIMCO Total Return Instl PTTRX ÙÙÙÙ 0.46 0.46 0.27 6 1114 2.51 2.00 2.11 3.35 6.11 85 53 67 43 5 1104 1080 1037 997 869 5/11/1987 LCN 1442711031416
InflationProtected Bond Barclays US Treasury US TIPS TR USD VIPIX ÙÙÙÙÙ 1 Month YTD 1 Year 3 Year 5 Year 0.76 0.67 3.31 0.04 0.53 1.28 3.52 0.71 4.08 1.23 0.38 2.38 4.56 0.74 3.99 1.36 0.28 2. 4.45 12/12/2003 59 25 3 11 4 5 260 256 253 238 208 152 Target 2060+ Lifetime Mod 2060 TR USD Vanguard Target Retirement 2060 Inv VTTSX 0.94 0.90 0.37 0.61 2.07 3.71 2.57 3.54 4.21 3.53 6.08 5.28 6.77 5.81 5.79 9.52 87 1 32 117 36 72 1 8 Target Retirement Lifetime Mod Incm TR USD Vanguard Target Retirement Income Inv VTINX ÙÙÙÙÙ 0.87 0.29 0.31 2.90 3.66 3.15 0.56 0.39 0.89 2.77 3.31 4.00 3.45 4.07 4.65 4.00 5.20 5.36 40 201 27 201 7 193 12 171 159 5 92 1/19/2012 10/27/2003 Target 20002010 Lifetime Mod 2010 TR USD Vanguard Target Retirement 2010 Inv VTENX ÙÙÙÙ 0.82 0.26 0.21 0.27 3.00 4.05 3.05 0.72 0.36 0.48 3.74 4.05 4.57 4.26 4.85 5.14 4.00 5.66 5.41 6/7/2006 61 0 38 0 125 14 105 18 99 Target 2015 Lifetime Mod 2015 TR USD 0.84 0.31 0.26 2.92 4.19 1.02 0.18 3.80 4.45 4.54 5.21 4.73 5.77 0 Vanguard Target Retirement 2015 Inv VTXVX ÙÙÙÙÙ 0. 3.02 0.39 5.30 5.77 5.55 10/27/2003 57 45 33 7 11 7 175 170 161 1 1 23 LCN 1442711031416
1 Month YTD 1 Year 3 Year 5 Year Target 2020 0.90 0.45 2.89 1.53 4.06 4.65 4.26 Lifetime Mod 2020 TR USD 0.32 4.25 0.18 4.90 5.60 5.83 0 Vanguard Target Retirement 2020 Inv VTWNX ÙÙÙÙÙ 0.47 3.09 0.88 5.89 6.28 5.81 6/7/2006 56 36 4 5 269 258 249 2 190 Target 2025 Lifetime Mod 2025 TR USD Vanguard Target Retirement 2025 Inv VTTVX ÙÙÙÙÙ 0.89 0.54 0.40 0.50 2.74 4.23 3.01 2.17 0.82 1.44 4.74 5.40 6.20 5.42 6.01 6.56 4.42 5.88 5.66 10/27/2003 67 230 36 225 32 216 6 180 11 147 8 Target 2030 Lifetime Mod 2030 TR USD Vanguard Target Retirement 2030 Inv VTHRX ÙÙÙÙ 0.94 0.70 0.49 0.53 2.74 4.10 2.89 2.72 1.69 2.05 4.91 5.80 6.47 5.37 6. 6.83 4.43 5.92 5.84 6/7/2006 82 269 38 258 249 6 212 9 190 Target 2035 Lifetime Mod 2035 TR USD Vanguard Target Retirement 2035 Inv VTTHX ÙÙÙÙ 0.92 0.77 0.54 0.58 2.44 3.93 2.73 3.36 2.58 2.70 5.38 5.97 6.74 5.99 6.49 7.06 4.65 5.95 5.73 10/27/2003 88 230 40 225 216 7 180 147 12 Target 2040 Lifetime Mod 2040 TR USD 0.97 0.86 0.55 2.51 3.80 3.65 3.23 5.36 5.93 5.75 6.47 4.53 5.95 0 Vanguard Target Retirement 2040 Inv VFORX ÙÙÙÙ 0.62 2.64 3.41 6.82 7.23 5.97 6/7/2006 87 39 8 10 269 258 249 212 190 LCN 1442711031416
1 Month YTD 1 Year 3 Year 5 Year Target 2045 0.94 0.85 2.28 3.93 5.67 6.25 Lifetime Mod 2045 TR USD 0.52 3.75 3.60 5.77 6.32 5.89 0 Vanguard Target Retirement 2045 Inv VTIVX ÙÙÙÙ 0.66 2.64 3.38 6.83 7.24 5.84 10/27/2003 87 36 12 17 18 230 225 216 180 61 22 Target 2050 Lifetime Mod 2050 TR USD Vanguard Target Retirement 2050 Inv VFIFX ÙÙÙÙ 0.99 0.92 0.48 0.62 2.52 3.73 2.60 3.83 3.83 3.42 5.59 5.60 6.81 5.98 6.15 5.83 6.02 6/7/2006 89 259 39 248 35 239 201 Target 2055 Lifetime Mod 2055 TR USD Vanguard Target Retirement 2055 Inv VFFVX 0.94 0.87 0.43 0.60 2.27 3.73 2.59 3.98 4.02 3.54 6.03 5.42 6.76 5.97 5.76 10.11 8/18/2010 88 244 43 222 211 21 7 Large Value Russell 1000 Value TR USD American Funds Washington Mutual R6 RWMGX ÙÙÙÙÙ 0.30 1.11 0.30 1.08 1.55 0.94 3.95 5.39 4.01 2.40 0.06 2.33 7.60 9.23 9.96 8.98 10.70 11.35 5.54 6.11 7.09 5/1/2009 66 1445 47 1435 12 99 9 1290 7 1204 16 1054 Large Blend Russell 1000 TR USD 1.05 1.54 1.75 2.41 3.51 1.71 0.78 9.00 10.89 9.77 11.44 6.43 7.50 0 Vanguard Institutional I VINIX ÙÙÙÙÙ 0.04 0.04 1.79 3.55 1.70 11.03 11.64 7.41 7/31/1990 32 23 14 9 9 17 1661 1653 1607 1518 1408 1237 LCN 1442711031416
1 Month YTD 1 Year 3 Year 5 Year Large Growth 1.18 2.24 0.51 2.01 10.51 9.99 7.35 Russell 1000 Growth TR USD 1.94 1.76 1.61 12.50 12.11 8.78 0 Neuberger Berman Socially Rspns Inv NBSRX ÙÙÙ 0.85 0.85 1.90 2.72 0.18 9.85 9.01 6.97 3/16/1994 69 10 30 65 73 62 1684 1684 1656 1611 1505 08 0 T. Rowe Price Growth Stock PRGFX ÙÙÙÙ 0.67 0.67 2.11 3.67 1.41 12.79 12.30 8.67 4/11/1950 52 90 45 14 9 19 1684 1684 1656 1611 1505 08 MidCap Value Russell Mid Cap Value TR USD Vanguard Selected Value Inv VASVX ÙÙÙÙ 0.39 1.22 0.39 1.63 1.64 0.41 5.75 7.89 3.95 3.26 0.31 4.19 7.82 10.22 8.69 8.48 10.92 9.90 6.61 7.76 7.97 2/15/1996 96 488 78 488 59 483 36 446 23 408 16 4 MidCap Blend Russell Mid Cap TR USD Vanguard Mid Cap I VMCIX ÙÙÙÙ 1.20 1.42 1.64 1.83 3.54 5.02 3.60 5.05 1.97 2.62 7.37 10.18 10.37 8.01 10.33 10.06 6.48 8.03 7.81 5/21/1998 44 457 57 446 38 431 6 404 366 25 319 MidCap Growth Russell Mid Cap Growth TR USD 1.27 2.19 1.64 0.84 2.17 6.18 3.70 8.06 10.08 7.78 9.63 6.82 8.08 0 Victory Munder MidCap Core Growth Y MGOYX ÙÙÙ 1.07 1.07 2.15 3.03 8.10 7.68 8.66 7.30 6/24/1998 59 23 67 58 36 38 742 742 739 703 673 618 LCN 1442711031416
1 Month YTD 1 Year 3 Year 5 Year Small Value 1.36 0.95 5.20 3.78 5.91 7.36 5.77 Russell 2000 Value TR USD 1.83 5.76 2.75 6.10 7.55 5.25 0 Victory Integrity SmallCap Value R6 MVSSX ÙÙÙÙ 1.01 1.01 1.46 2.86 6.20 7.30 8.47 6.71 6/1/2012 48 77 73 35 25 24 474 471 451 423 393 323 Small Blend Russell 2000 TR USD Vanguard Small Cap I VSCIX ÙÙÙÙ 1.24 1.63 2.25 1.95 3.44 2.28 4.74 5.09 5.97 3.98 6.23 6.93 8.49 7.25 7.86 9.41 5.87 6.27 7.78 Small Growth Russell 2000 Growth TR USD T. Rowe Price New Horizons PRNHX ÙÙÙÙÙ 0.79 1. 0.79 44 868 2.51 2.69 2.60 32 865 0.56 1.14 0.52 39 826 8.26 9. 3.31 21 750 6.58 7.68 11.25 18 682 6.93 8.15 12.54 10 579 6.45 7.20 10.22 49 757 48 756 19 752 3 705 1 686 1 596 7/7/1997 6/3/1960 World Stock 1. 0.83 1.47 5.16 5.28 5.26 4.45 MSCI ACWI NR USD 0. 1.85 5.42 5.20 5.17 4.32 0 American Funds New Perspective A LW ANWPX ÙÙÙÙÙ 0.75 0.75 0.87 0.64 3.06 7.47 7.57 6.80 3//1973 47 78 27 14 12 5 1239 1199 1156 1020 8 596 0 American Funds New Perspective R4 RNPEX ÙÙÙÙÙ 0.79 0.79 0.86 0.67 3.11 7.42 7.54 6.77 5/28/2002 48 79 27 15 6 1239 1199 1156 1020 8 596 LCN 1442711031416
1 Month YTD 1 Year 3 Year 5 Year Foreign Large Blend 1.18 0.09 0.50 1 1.56 1.32 1.73 MSCI ACWI Ex USA NR USD 1.69 0.52 11.39 0.19 0.12 2.01 0 Vanguard Total Intl Stock I VTSNX ÙÙ 0.10 0.10 1.00 1.04 10.68 1.07 0.50 2.01 88 22 58 63 75 36 906 900 8 779 715 532 11/29/2010 Foreign Large Growth MSCI ACWI Ex USA Growth NR USD American Funds Europacific Growth A LW AEPGX ÙÙÙ 0.83 1.31 0.83 0.58 0.65 0.36 0.28 0.52 0.77 7.78 8.28 9.71 2.85 1.84 3.04 2.59 1.25 2.26 3.01 2.85 3.86 4/16/1984 58 390 59 372 71 366 42 350 55 324 27 240 0 American Funds Europacific Growth R4 REREX ÙÙÙ 0.85 0.85 0. 0.79 9.72 3.02 2.25 3.84 59 60 71 43 55 29 390 372 366 350 324 240 6/7/2002 LCN 1442711031416