Filed May 28, 1996
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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $70,398 |
CAMMACK LARHETTE ADVISORS1+ years Filed as: CAMMACK LARHETTE ADVISORS LLC Service code 17 · EIN 20-4668732 | Pension Consulting | $45,320 |
Filed as: WHISMAN, GIORDANO & ASSOCIATES Service code 10 · EIN 20-3934956 | Accounting | $12,036 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $11,854 |
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 | $78,848 | $46,516+69.5% | $147,618-46.6% | $69,651+13.2% |
| Participation rate | 71.6% | 65.8%+5.8pp | 84.6%-13.0pp | 66.6%+5.0pp |
| Annual return | 4.81% | 9.48%-4.7pp | 61.98%-57.2pp | 53.77%-49.0pp |
| Employer contribution / active EE | $1,184 | $1,393-15.0% | $5,564-78.7% | $2,241-47.2% |
| Participant deferral / active EE | $4,230 | $2,719+55.5% | $4,895-13.6% | $3,635+16.3% |
| Admin fee / account holder | $14 | $45-68.2% | $11,612-99.9% | $63-77.5% |