Filed November 9, 2005 (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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,462 |
Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-0472300 | Contract Administrator | $16,714 |
ACRO SERVICE CORPORATION1 year Filed as: ACRO SERVICE CORP Service code 10 · EIN 38-2413629 | Accounting | $11,800 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 | Accounting | $11,700 |
Service code 16 · EIN 27-0671839 | Consulting | $8,857 |
CERIDIAN HCM, INC.1 year Filed as: CERIDIAN HCM INC. Service code 13 · EIN 59-3228107 | Contract Administrator | $7,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $28,633 | $40,522-29.3% | $84,637-66.2% | $67,582-57.6% |
| Participation rate | 18.1% | 51.1%-33.0pp | 68.2%-50.1pp | 71.3%-53.2pp |
| Annual return | 15.23% | 32.72%-17.5pp | 258.82%-243.6pp | 378.57%-363.3pp |
| Employer contribution / active EE | $0 | $1,146-100.0% | $2,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,221 | $2,132-42.7% | $3,900-68.7% | $3,539-65.5% |
| Admin fee / account holder | $276 | $145+90.2% | $4,914-94.4% | $142+94.2% |