Filed March 13, 2009
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 CORPORATION3 years Service code 64 · EIN 35-0472300 | Recordkeeping Fees | $77,692 |
MARINER LLC2 years Filed as: MARINER WEALTH ADVISORS Service code 27 · EIN 20-4553256 | Advisory (Plan) | $42,423 |
Service code 16 · EIN 26-1233837 | Consulting | $4,710 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,157 | $91,710-36.6% | $67,560-13.9% | $77,762-25.2% |
| Participation rate | 68.9% | 76.0%-7.1pp | 72.9%-4.1pp | 70.6%-1.7pp |
| Annual return | 13.04% | 14.88%-1.8pp | 3533.50%-3520.5pp | 31.27%-18.2pp |
| Employer contribution / active EE | $772 | $3,187-75.8% | $2,737-71.8% | $2,728-71.7% |
| Participant deferral / active EE | $3,547 | $3,911-9.3% | $4,004-11.4% | $4,651-23.7% |
| Admin fee / account holder | $109 | $245-55.4% | $3,994-97.3% | $433-74.8% |