Filed August 28, 2009 (most recent of 4 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.
| Provider | Service type | Compensation |
|---|---|---|
REHMANN ROBSON1+ years Filed as: REHMANN FINANCIAL LLC Service code 16 · EIN 38-3567904 | Consulting | $36,750 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $231 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,104 | $63,964-52.9% | $147,618-79.6% | $67,505-55.4% |
| Participation rate | 69.8% | 68.6%+1.2pp | 84.6%-14.8pp | 71.2%-1.4pp |
| Annual return | 12.23% | 9.05%+3.2pp | 61.98%-49.7pp | 6.52%+5.7pp |
| Employer contribution / active EE | $2,660 | $1,618+64.4% | $5,564-52.2% | $2,173+22.4% |
| Participant deferral / active EE | $121 | $2,589-95.3% | $4,895-97.5% | $3,597-96.6% |
| Admin fee / account holder | $0 | $43-99.8% | $11,612-100.0% | $56-99.8% |