Filed February 3, 2006 (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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $153,578 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN , PLLC Service code 10 · EIN 33-1498605 | Accounting | $13,800 |
Filed as: HIGHLAND CONSULTING Service code 17 · EIN 34-1753575 | Pension Consulting | $9,375 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,818 | $53,204-59.0% | $155,556-86.0% | $200,096-89.1% |
| Participation rate | 86.5% | 64.1%+22.4pp | 78.2%+8.3pp | 72.0%+14.5pp |
| Annual return | 13.98% | 41.02%-27.0pp | 64.84%-50.9pp | 34.26%-20.3pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $2,700 | $3,163-14.7% | $5,631-52.0% | $5,090-47.0% |
| Admin fee / account holder | $70 | $186-62.2% | $15,885-99.6% | $269-73.9% |