Filed April 30, 2009 (most recent of 3 filings on file)
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $403,582 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $142,339 |
BAKER NEWMAN NOYES8 years Filed as: BAKER, NEWMAN & NOYES LLC Service code 10 · EIN 01-0494526 | Accounting | $19,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,548 | $53,204+111.5% | $155,556-27.6% | $200,096-43.8% |
| Participation rate | 72.3% | 64.1%+8.2pp | 78.2%-5.9pp | 72.0%+0.3pp |
| Annual return | 13.11% | 41.02%-27.9pp | 64.84%-51.7pp | 34.26%-21.2pp |
| Employer contribution / active EE | $521 | $1,850-71.8% | $4,675-88.9% | $3,038-82.8% |
| Participant deferral / active EE | $5,076 | $3,163+60.4% | $5,631-9.9% | $5,090-0.3% |
| Admin fee / account holder | $472 | $186+154.1% | $15,885-97.0% | $269+75.3% |