Filed June 17, 2002
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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $237,274 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: GRAYSTONE CONSULTING Service code 16 · EIN 26-4310844 | Consulting | $15,000 |
SWARTZ, RETSON & CO., P.C.8 years Filed as: SWARTZ RETSON Service code 10 · EIN 35-1509921 | Accounting | $11,535 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,873 | $68,110-59.1% | $155,556-82.1% | $99,313-71.9% |
| Participation rate | 98.2% | 67.8%+30.4pp | 78.2%+20.0pp | 71.7%+26.5pp |
| Annual return | 11.65% | 16.16%-4.5pp | 64.84%-53.2pp | 17.67%-6.0pp |
| Employer contribution / active EE | $2,713 | $2,291+18.4% | $4,675-42.0% | $3,264-16.9% |
| Participant deferral / active EE | $0 | $3,865-100.0% | $5,631-100.0% | $5,346-100.0% |
| Admin fee / account holder | $31 | $94-66.5% | $15,885-99.8% | $109-71.1% |