Filed October 18, 2004 (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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $477,331 |
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 | Advisory (Participants) | $16,119 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $12,077 |
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 | $86,169 | $53,204+62.0% | $155,556-44.6% | $200,096-56.9% |
| Participation rate | 98.9% | 64.1%+34.7pp | 78.2%+20.6pp | 72.0%+26.8pp |
| Annual return | 14.51% | 41.02%-26.5pp | 64.84%-50.3pp | 34.26%-19.7pp |
| Employer contribution / active EE | $4,162 | $1,850+125.0% | $4,675-11.0% | $3,038+37.0% |
| Participant deferral / active EE | $5,830 | $3,163+84.3% | $5,631+3.5% | $5,090+14.5% |
| Admin fee / account holder | $81 | $186-56.6% | $15,885-99.5% | $269-70.0% |