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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,047,073 |
CAMMACK LARHETTE ADVISORS6+ years Filed as: CAMMACK LARHETTE ADVISORS LLC Service code 17 · EIN 20-4668732 | Pension Consulting | $40,500 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 17 · EIN 23-0891050 | Pension Consulting | $33,011 |
Filed as: WHISMAN GIORDANO AND ASSOCIATES LLC Service code 10 · EIN 20-3934956 | Accounting | $12,500 |
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 | $97,301 | $66,513+46.3% | $178,510-45.5% | $106,273-8.4% |
| Participation rate | 89.0% | 73.8%+15.2pp | 81.9%+7.1pp | 70.8%+18.2pp |
| Annual return | 23.11% | 21.81%+1.3pp | 151.13%-128.0pp | 21.70%+1.4pp |
| Employer contribution / active EE | $1,087 | $1,776-38.8% | $5,011-78.3% | $2,722-60.1% |
| Participant deferral / active EE | $5,700 | $3,679+54.9% | $5,202+9.6% | $4,601+23.9% |
| Admin fee / account holder | $74 | $53+38.0% | $13,988-99.5% | $78-5.8% |