Filed May 11, 1
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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $421,447 |
THE CONCORD ADVISORY GROUP3 years Service code 27 · EIN 22-3039644 | Advisory (Plan) | $54,710 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTS Service code 27 · EIN 36-3109431 | Advisory (Plan) | $20,457 |
PKF O'CONNOR DAVIES, LLP1 year Service code 27 · EIN 27-1728945 | Advisory (Plan) | $10,900 |
NUKK-FREEMAN & CERRA PC1 year Filed as: NUKK-FREEMAN & CERRA, PC Service code 27 · EIN 20-3846714 | Advisory (Plan) | $3,405 |
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 | $165,147 | $69,238+138.5% | $185,854-11.1% | $101,555+62.6% |
| Participation rate | 99.6% | 73.5%+26.1pp | 81.7%+17.9pp | 74.5%+25.1pp |
| Annual return | 11.77% | 21.26%-9.5pp | 122.12%-110.3pp | 21.00%-9.2pp |
| Employer contribution / active EE | $3,453 | $2,104+64.1% | $5,169-33.2% | $2,972+16.2% |
| Participant deferral / active EE | $7,669 | $3,764+103.8% | $5,569+37.7% | $4,874+57.3% |
| Admin fee / account holder | $95 | $66+43.6% | $16,246-99.4% | $139-31.7% |