Filed July 29, 2006
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 | $22,315 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $9,316 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 15 101 BRADFORD RD, STE 200 · WEXFORD, PA 15090 | Recordkeeping | $1,250 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $125 |
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 | $19,785 | $46,688-57.6% | $189,758-89.6% | $69,733-71.6% |
| Participation rate | 76.8% | 61.7%+15.1pp | 79.8%-3.0pp | 62.5%+14.3pp |
| Annual return | 14.53% | 14.35%+0.2pp | 52.62%-38.1pp | 15.22%-0.7pp |
| Employer contribution / active EE | $1,126 | $1,695-33.6% | $4,767-76.4% | $2,250-50.0% |
| Participant deferral / active EE | $2,257 | $2,143+5.3% | $5,856-61.5% | $3,054-26.1% |
| Admin fee / account holder | $278 | $1,700-83.7% | $20,388-98.6% | $3,102-91.1% |