Filed November 14, 2013 (most recent of 5 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.
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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1+ years Service code 28 · EIN 41-1416330 | Investment Management | $43,374 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $4,093 |
Filed as: ING LIFE INSURANCE AND ANNUITY CO Service code 60 · EIN 71-0294708 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,876 | $37,039-43.6% | $147,617-85.9% | $59,188-64.7% |
| Participation rate | 71.9% | 63.8%+8.1pp | 84.6%-12.7pp | 69.4%+2.5pp |
| Annual return | 1.43% | 7.19%-5.8pp | 61.98%-60.6pp | 5.51%-4.1pp |
| Employer contribution / active EE | $266 | $1,353-80.3% | $5,564-95.2% | $2,098-87.3% |
| Participant deferral / active EE | $919 | $2,094-56.1% | $4,895-81.2% | $3,265-71.9% |
| Admin fee / account holder | $23 | $60-61.9% | $11,612-99.8% | $92-75.1% |