Filed October 26, 2004
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 13 · EIN 35-1140070 | Contract Administrator | $76,528 |
Filed as: PRIME CAPITAL INVMT ADV Service code 26 · EIN 82-1364595 | Advisory (Participants) | $30,952 |
QUALIFIED PLANS, LLC6 years Filed as: QUALIFIED PLAN ADVISORS Service code 13 · EIN 82-1364595 | Contract Administrator | $24,747 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $11,415 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,123 | $50,919-11.4% | $155,556-71.0% | $77,762-42.0% |
| Participation rate | 71.3% | 63.1%+8.2pp | 78.2%-7.0pp | 70.6%+0.7pp |
| Annual return | 10.00% | 34.84%-24.8pp | 64.84%-54.8pp | 31.27%-21.3pp |
| Employer contribution / active EE | $1,157 | $1,991-41.9% | $4,675-75.3% | $2,728-57.6% |
| Participant deferral / active EE | $2,614 | $2,824-7.5% | $5,631-53.6% | $4,651-43.8% |
| Admin fee / account holder | $407 | $437-6.8% | $15,885-97.4% | $433-6.0% |