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 CORPORATION2 years Service code 64 · EIN 35-0472300 | Recordkeeping Fees | $63,523 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS Service code 27 · EIN 20-4553256 | Advisory (Plan) | $36,434 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,816 | $83,884-34.7% | $64,097-14.5% | $74,473-26.4% |
| Participation rate | 60.2% | 76.6%-16.5pp | 72.3%-12.2pp | 70.7%-10.6pp |
| Annual return | 15.40% | 16.57%-1.2pp | 33.75%-18.3pp | 34.36%-19.0pp |
| Employer contribution / active EE | $594 | $3,084-80.7% | $2,750-78.4% | $2,638-77.5% |
| Participant deferral / active EE | $2,759 | $3,692-25.3% | $3,881-28.9% | $4,530-39.1% |
| Admin fee / account holder | $90 | $196-53.9% | $3,070-97.1% | $347-74.0% |