Filed August 14, 2009 (most recent of 2 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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $338,943 |
TORRILLO & ASSOCIATES, LLC1+ years Filed as: TORRILLO & ASSOCIATES Service code 10 · EIN 83-0414789 | Accounting | $13,333 |
DIRECT MAIL SERVICE1+ years Service code 49 · EIN 23-2320368 | Other Services | $13,103 |
AON CONSULTING1+ years Filed as: AON CONSULTING INC Service code 16 · EIN 04-3820844 | Consulting | $5,964 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,754 | $63,964-44.1% | $147,618-75.8% | $67,505-47.0% |
| Participation rate | 37.1% | 68.6%-31.5pp | 84.6%-47.5pp | 71.2%-34.1pp |
| Annual return | 7.73% | 9.05%-1.3pp | 61.98%-54.3pp | 6.52%+1.2pp |
| Employer contribution / active EE | $6 | $1,618-99.6% | $5,564-99.9% | $2,173-99.7% |
| Participant deferral / active EE | $2,016 | $2,589-22.1% | $4,895-58.8% | $3,597-44.0% |
| Admin fee / account holder | $95 | $43+123.1% | $11,612-99.2% | $56+70.1% |