Filed July 22, 2010 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $160,737 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $43,926 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $13,926 |
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 | Advisory (Participants) | $5,117 |
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 | $51,843 | $53,199-2.5% | $155,567-66.7% | $199,768-74.0% |
| Participation rate | 96.2% | 64.1%+32.0pp | 78.2%+18.0pp | 72.0%+24.2pp |
| Annual return | 13.00% | 41.17%-28.2pp | 64.74%-51.7pp | 34.26%-21.3pp |
| Employer contribution / active EE | $0 | $1,852-100.0% | $4,674-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $5,039 | $3,163+59.3% | $5,628-10.5% | $5,090-1.0% |
| Admin fee / account holder | $162 | $186-12.7% | $15,916-99.0% | $269-39.8% |