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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,615,986 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLCS Service code 17 · EIN 26-0058143 | Pension Consulting | $100,304 |
Service code 10 · EIN 83-0414789 | Accounting | $34,750 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 17 · EIN 23-0891050 | Pension Consulting | $30,447 |
Filed as: WHISMAN GIORDANO AND ASSOCIATES LLC Service code 10 · EIN 20-3934956 | Accounting | $10,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $95,903 | $68,330+40.4% | $149,696-35.9% | $96,393-0.5% |
| Participation rate | 91.6% | 74.6%+17.0pp | 78.8%+12.8pp | 71.3%+20.3pp |
| Annual return | 14.18% | 29.64%-15.5pp | 134.46%-120.3pp | 22.88%-8.7pp |
| Employer contribution / active EE | $1,962 | $2,139-8.3% | $4,821-59.3% | $3,239-39.4% |
| Participant deferral / active EE | $6,714 | $4,422+51.8% | $5,682+18.2% | $5,455+23.1% |
| Admin fee / account holder | $103 | $52+97.9% | $13,212-99.2% | $74+39.2% |