Filed May 28, 2008 (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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,146 |
Filed as: GALLAGHER BENEFIT SVCS INC Service code 26 · EIN 36-4291971 | Advisory (Participants) | $5,651 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,138 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $400 |
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 | $226,063 | $102,422+120.7% | $147,117+53.7% | $80,959+179.2% |
| Participation rate | 88.1% | 75.9%+12.2pp | 82.2%+5.9pp | 67.7%+20.4pp |
| Annual return | 17.03% | 135.16%-118.1pp | 420.54%-403.5pp | 35.67%-18.6pp |
| Employer contribution / active EE | $2,330 | $3,717-37.3% | $4,932-52.8% | $2,757-15.5% |
| Participant deferral / active EE | $7,721 | $6,652+16.1% | $8,065-4.3% | $4,300+79.5% |
| Admin fee / account holder | $108 | $7,953-98.6% | $12,993-99.2% | $6,925-98.4% |