Filed June 19, 2005
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 CORPORATION5 years Filed as: LINCOLN RETIREMENT SERVICES Service code 15 · EIN 35-0472300 | Recordkeeping | $37,249 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 14 · EIN 82-3719843 P.O. BOX 55757 · BOSTON, MA 02205 | Plan Administrator | $27,994 |
BERGANKDV LTD3 years Filed as: BERGANKDV Service code 27 · EIN 41-1431613 | Advisory (Plan) | $10,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,737 | $46,464-55.4% | $150,298-86.2% | $79,634-74.0% |
| Participation rate | 67.4% | 57.0%+10.5pp | 77.8%-10.3pp | 62.5%+4.9pp |
| Annual return | 12.10% | 27.89%-15.8pp | 62.79%-50.7pp | 36.46%-24.4pp |
| Employer contribution / active EE | $451 | $1,512-70.1% | $4,154-89.1% | $2,529-82.2% |
| Participant deferral / active EE | $1,987 | $2,157-7.9% | $5,453-63.6% | $3,835-48.2% |
| Admin fee / account holder | $249 | $891-72.1% | $14,116-98.2% | $1,002-75.2% |