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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 14 · EIN 82-3719843 P.O. BOX 55757 · BOSTON, MA 02205 | Plan Administrator | $34,616 |
LINCOLN NATIONAL CORPORATION4 years Filed as: LINCOLN RETIREMENT SERVICES Service code 15 · EIN 35-0472300 | Recordkeeping | $33,736 |
BERGANKDV LTD2 years Filed as: BERGANKDV Service code 27 · EIN 41-1431613 | Advisory (Plan) | $11,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,310 | $50,902-71.9% | $155,534-90.8% | $77,736-81.6% |
| Participation rate | 60.7% | 63.1%-2.4pp | 78.2%-17.5pp | 70.6%-9.9pp |
| Annual return | 8.22% | 34.85%-26.6pp | 64.92%-56.7pp | 31.26%-23.0pp |
| Employer contribution / active EE | $369 | $1,991-81.4% | $4,675-92.1% | $2,728-86.5% |
| Participant deferral / active EE | $1,690 | $2,824-40.1% | $5,630-70.0% | $4,651-63.6% |
| Admin fee / account holder | $46 | $437-89.5% | $15,900-99.7% | $433-89.4% |