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 | $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).
The auditor signed off without reservation. This is the cleanest 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% |