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 CORPORATION3 years Service code 13 · EIN 35-1140070 150 N RADNOR CHESTER RD, STE A305 · RADNOR, PA 19087 | Contract Administrator | $16,671 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC/P Service code 27 1 NORTH JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $4,838 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $1,820 |
Filed as: M2B RETIREMENT CONSULTING Service code 15 101 BRADFORD ROAD, STE 200 · WEXFORD, PA 15090 | Recordkeeping | $750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,904 | $73,839-85.2% | $143,788-92.4% | $68,495-84.1% |
| Participation rate | 66.3% | 66.7%-0.4pp | 80.3%-14.0pp | 67.9%-1.6pp |
| Annual return | -14.18% | 1.01%-15.2pp | -0.03%-14.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $778 | $3,184-75.6% | $4,952-84.3% | $2,596-70.0% |
| Participant deferral / active EE | $1,617 | $3,384-52.2% | $5,638-71.3% | $4,028-59.9% |
| Admin fee / account holder | $227 | $5,755-96.1% | $14,675-98.5% | $5,403-95.8% |