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 |
|---|---|---|
Filed as: PALMER RETIREMENT CONSULTING Service code 16 · EIN 81-0701292 | Consulting | $36,750 |
BKD, LLP2 years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $15,550 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $525 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,006 | $58,202-29.5% | $172,757-76.3% | $89,609-54.2% |
| Participation rate | 69.9% | 72.8%-3.0pp | 82.6%-12.8pp | 69.6%+0.3pp |
| Annual return | 18.88% | 61.59%-42.7pp | 803.06%-784.2pp | 33.65%-14.8pp |
| Employer contribution / active EE | $3,119 | $1,759+77.3% | $5,144-39.4% | $2,584+20.7% |
| Participant deferral / active EE | $115 | $3,335-96.6% | $5,198-97.8% | $4,222-97.3% |
| Admin fee / account holder | $5 | $53-90.1% | $13,956-100.0% | $72-92.7% |