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 | $805,379 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 39-0859910 | Accounting | $21,000 |
LINCOLN NATIONAL CORPORATION7+ years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 33 · EIN 35-1151034 | Securities brokerage; Securities brok... | $0 |
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 | $41,834 | $101,555-58.8% | $453,569-90.8% | $101,555-58.8% |
| Participation rate | 85.9% | 74.5%+11.3pp | 78.0%+7.8pp | 74.5%+11.3pp |
| Annual return | 15.18% | 21.00%-5.8pp | 64.43%-49.2pp | 21.00%-5.8pp |
| Employer contribution / active EE | $2,718 | $2,972-8.5% | $4,072-33.2% | $2,972-8.5% |
| Participant deferral / active EE | $4,515 | $4,874-7.4% | $6,211-27.3% | $4,874-7.4% |
| Admin fee / account holder | $89 | $139-36.2% | $11,214-99.2% | $139-36.2% |