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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,346,433 |
CAMMACK LARHETTE ADVISORS5+ years Filed as: CAMMACK LARHETTE ADVISORS LLC Service code 17 · EIN 20-4668732 | Pension Consulting | $40,500 |
Filed as: AETNA Service code 17 · EIN 06-6033492 | Pension Consulting | $13,000 |
Filed as: WHISMAN GIORDANO AND ASSOCIATES LLC Service code 10 · EIN 20-3934956 | Accounting | $12,548 |
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 | $84,022 | $58,202+44.4% | $172,757-51.4% | $89,609-6.2% |
| Participation rate | 87.2% | 72.8%+14.4pp | 82.6%+4.6pp | 69.6%+17.7pp |
| Annual return | 19.51% | 61.59%-42.1pp | 803.06%-783.6pp | 33.65%-14.1pp |
| Employer contribution / active EE | $1,514 | $1,759-13.9% | $5,144-70.6% | $2,584-41.4% |
| Participant deferral / active EE | $5,139 | $3,335+54.1% | $5,198-1.1% | $4,222+21.7% |
| Admin fee / account holder | $96 | $53+82.6% | $13,956-99.3% | $72+33.9% |