Filed July 19, 2012
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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $36,909 |
Filed as: LINCOLN INVESTMENT PLANNING INC Service code 27 · EIN 23-1702591 | Advisory (Plan) | $27,707 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA ADVISORS LLC Service code 55 · EIN 13-4078005 | Other Commissions | $18,092 |
Filed as: LINCOLN INVESTMENT PLANNING LLC Service code 55 4600 E PARK DR STE 300 · PALM BEACH GARDENS, FL 33410 | Other Commissions | $9,147 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,349 | $31,424-19.3% | $81,473-68.9% | $69,631-63.6% |
| Participation rate | 45.9% | 50.8%-4.9pp | 68.0%-22.0pp | 70.7%-24.8pp |
| Annual return | 19.67% | 22.44%-2.8pp | 38.78%-19.1pp | 27571.02%-27551.3pp |
| Employer contribution / active EE | $412 | $1,029-59.9% | $2,568-84.0% | $2,032-79.7% |
| Participant deferral / active EE | $1,469 | $1,838-20.1% | $3,537-58.5% | $3,224-54.4% |
| Admin fee / account holder | $65 | $103-36.3% | $4,561-98.6% | $110-40.8% |