Filed August 13, 2002 (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.
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| Provider | Service type | Compensation |
|---|---|---|
LOEB1 year Filed as: LOEB & TROPER Service code 27 · EIN 13-1517563 | Advisory (Plan) | $85,703 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $15,249 |
UNUM LIFE INS. CO. OF AMERICA4+ years Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,993 | $45,382+12.4% | $154,108-66.9% | $75,289-32.3% |
| Participation rate | 37.6% | 65.9%-28.3pp | 83.0%-45.4pp | 72.4%-34.8pp |
| Annual return | 1.01% | -0.47%+1.5pp | 735.21%-734.2pp | -0.04%+1.1pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,733 | $2,384-27.3% | $5,081-65.9% | $3,739-53.6% |
| Admin fee / account holder | $73 | $89-18.7% | $13,411-99.5% | $102-29.0% |