Filed December 2, 2002
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,741,842 |
CAPFINANCIAL PARTNERS LLC6 years Service code 17 · EIN 26-0058143 | Pension Consulting | $94,250 |
PENSION BENEFIT INFORMATION2 years Service code 17 · EIN 82-4722389 | Pension Consulting | $62,100 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,205 | $73,283-1.5% | $155,556-53.6% | $106,553-32.2% |
| Participation rate | 98.4% | 73.3%+25.1pp | 78.2%+20.2pp | 69.8%+28.6pp |
| Annual return | 11.66% | 15.76%-4.1pp | 64.84%-53.2pp | 17.37%-5.7pp |
| Employer contribution / active EE | $3,176 | $2,241+41.7% | $4,675-32.1% | $3,359-5.5% |
| Participant deferral / active EE | $6,280 | $4,567+37.5% | $5,631+11.5% | $5,562+12.9% |
| Admin fee / account holder | $56 | $56-0.4% | $15,885-99.6% | $80-30.1% |