Filed June 24, 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 CORPORATION9 years Service code 15 · EIN 35-0472300 | Recordkeeping | $99,858 |
THE BENEFIT PRACTICE9 years Service code 50 · EIN 13-4144565 | Direct Payment | $62,495 |
ALPHAGRAPHICS8 years Filed as: ALPHAGRAPHICS OF MOUNTAINSIDE Service code 38 · EIN 27-4617195 | Participant Communication | $19,200 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $18,900 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,743 | $53,204-76.0% | $155,556-91.8% | $200,096-93.6% |
| Participation rate | 78.2% | 64.1%+14.1pp | 78.2%0pp | 72.0%+6.2pp |
| Annual return | 9.32% | 41.02%-31.7pp | 64.84%-55.5pp | 34.26%-24.9pp |
| Employer contribution / active EE | $464 | $1,850-74.9% | $4,675-90.1% | $3,038-84.7% |
| Participant deferral / active EE | $1,332 | $3,163-57.9% | $5,631-76.3% | $5,090-73.8% |
| Admin fee / account holder | $106 | $186-43.0% | $15,885-99.3% | $269-60.7% |