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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,585,061 |
CAPFINANCIAL PARTNERS LLC5 years Service code 17 · EIN 26-0058143 | Pension Consulting | $95,750 |
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 | $67,977 | $68,330-0.5% | $149,740-54.6% | $96,393-29.5% |
| Participation rate | 97.9% | 74.6%+23.4pp | 78.8%+19.2pp | 71.3%+26.7pp |
| Annual return | 16.32% | 29.64%-13.3pp | 134.51%-118.2pp | 22.88%-6.6pp |
| Employer contribution / active EE | $2,931 | $2,139+37.0% | $4,821-39.2% | $3,239-9.5% |
| Participant deferral / active EE | $5,843 | $4,422+32.1% | $5,683+2.8% | $5,455+7.1% |
| Admin fee / account holder | $56 | $52+6.8% | $13,222-99.6% | $74-24.8% |