Filed December 5, 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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $469,535 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 13 · EIN 26-0058143 | Contract Administrator | $70,002 |
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 | $71,398 | $68,110+4.8% | $155,556-54.1% | $99,313-28.1% |
| Participation rate | 85.3% | 67.8%+17.5pp | 78.2%+7.1pp | 71.7%+13.6pp |
| Annual return | 15.60% | 16.16%-0.6pp | 64.84%-49.2pp | 17.67%-2.1pp |
| Employer contribution / active EE | $3,029 | $2,291+32.2% | $4,675-35.2% | $3,264-7.2% |
| Participant deferral / active EE | $4,189 | $3,865+8.4% | $5,631-25.6% | $5,346-21.6% |
| Admin fee / account holder | $59 | $94-37.2% | $15,885-99.6% | $109-45.9% |