Filed February 12, 2012
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 13 · EIN 06-1050034 | Contract Administrator | $288,723 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $107,870 |
Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 33 · EIN 35-1151034 | Other commissions; Other fees; Other ... | $89,918 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLEY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $20,000 |
Filed as: LINCOLN FINANCIAL ADVISORS Service code 56 · EIN 35-1140070 | Non-monetary compensation | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,025 | $82,204-57.4% | $392,568-91.1% | $82,204-57.4% |
| Participation rate | 69.1% | 73.4%-4.3pp | 78.1%-9.0pp | 73.4%-4.3pp |
| Annual return | 23.47% | 26.31%-2.8pp | 24.42%-1.0pp | 26.31%-2.8pp |
| Employer contribution / active EE | $2,335 | $2,707-13.8% | $3,783-38.3% | $2,707-13.8% |
| Participant deferral / active EE | $3,406 | $4,246-19.8% | $5,985-43.1% | $4,246-19.8% |
| Admin fee / account holder | $54 | $76-29.1% | $6,260-99.1% | $76-29.1% |