Filed October 11, 1994
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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | $179,683 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 13 · EIN 71-0294708 | Contract Administrator | $188 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $75 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 28 · EIN 13-5570651 | Investment Management | $0 |
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.
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 | $77,727 | $53,684+44.8% | $170,435-54.4% | $80,976-4.0% |
| Participation rate | 29.5% | 69.2%-39.7pp | 83.6%-54.1pp | 68.3%-38.8pp |
| Annual return | 39.12% | 25.97%+13.1pp | 205.94%-166.8pp | 22.91%+16.2pp |
| Employer contribution / active EE | $0 | $1,642-100.0% | $5,432-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $1,721 | $3,017-43.0% | $4,939-65.2% | $3,848-55.3% |
| Admin fee / account holder | $20 | $46-56.6% | $13,881-99.9% | $67-70.2% |