Filed June 1, 2006 (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.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,625,366 |
Filed as: DIVERSIFIED BUSNESS SOLUTIONS, INC Service code 16 · EIN 38-3506452 | Consulting | $11,925 |
Filed as: LINCOLN RETIREMENT SERVICES CO.,LLC Service code 15 · EIN 35-2134263 | Recordkeeping | $8,163 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $36,458 | $49,270-26.0% | $156,551-76.7% | $329,111-88.9% |
| Participation rate | 82.6% | 68.1%+14.5pp | 84.0%-1.4pp | 67.9%+14.8pp |
| Annual return | 13.99% | 23.25%-9.3pp | 32.23%-18.2pp | 16.35%-2.4pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $5,501-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $4,871-100.0% | $3,682-100.0% |
| Admin fee / account holder | $29 | $51-43.4% | $13,028-99.8% | $754-96.2% |