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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $615,336 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 49 · EIN 39-0859910 | Other Services | $21,000 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $5,704 |
LINCOLN NATIONAL CORPORATION6+ years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 33 · EIN 35-1151034 | Securities brokerage; Securities brok... | $0 |
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 | $37,759 | $114,568-67.0% | $379,746-90.1% | $93,223-59.5% |
| Participation rate | 88.8% | 89.4%-0.6pp | 78.4%+10.4pp | 74.9%+13.9pp |
| Annual return | 17.49% | 16.38%+1.1pp | 34.90%-17.4pp | 19.29%-1.8pp |
| Employer contribution / active EE | $2,724 | $3,213-15.2% | $3,540-23.1% | $2,680+1.6% |
| Participant deferral / active EE | $4,296 | $6,118-29.8% | $6,024-28.7% | $4,563-5.8% |
| Admin fee / account holder | $73 | $72+1.5% | $7,927-99.1% | $79-7.3% |