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.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,646,741 |
Filed as: CAPFINANCIAL PARTNERS, LLCS Service code 17 · EIN 26-0058143 | Pension Consulting | $52,325 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 17 · EIN 23-0891050 | Pension Consulting | $11,308 |
Filed as: WHISMAN GIORDANO AND ASSOCIATES LLC Service code 10 · EIN 20-3934956 | Accounting | $5,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $86,486 | $83,057+4.1% | $143,799-39.9% | $89,433-3.3% |
| Participation rate | 91.5% | 74.0%+17.5pp | 80.3%+11.2pp | 71.3%+20.2pp |
| Annual return | -10.07% | -13.97%+3.9pp | -0.04%-10.0pp | -11.88%+1.8pp |
| Employer contribution / active EE | $2,287 | $2,095+9.1% | $4,952-53.8% | $3,021-24.3% |
| Participant deferral / active EE | $6,469 | $4,281+51.1% | $5,638+14.7% | $5,125+26.2% |
| Admin fee / account holder | $100 | $83+21.0% | $14,677-99.3% | $79+26.5% |