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 CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $128,915 |
CAMMACK LARHETTE ADVISORS2 years Filed as: CAMMACK LARHETTE Service code 16 · EIN 20-4668732 | Consulting | $15,500 |
Filed as: WHISMAN GIORDANO AND ASSOCIATE LLC Service code 16 · EIN 20-3934956 | Consulting | $12,058 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,668 | $44,007-68.9% | $154,110-91.1% | $68,904-80.2% |
| Participation rate | 93.0% | 70.0%+23.0pp | 83.0%+10.0pp | 74.1%+18.9pp |
| Annual return | -6.49% | 8.15%-14.6pp | 735.22%-741.7pp | 1.07%-7.6pp |
| Employer contribution / active EE | $2,458 | $1,732+41.9% | $5,298-53.6% | $2,540-3.3% |
| Participant deferral / active EE | $0 | $2,813-100.0% | $5,081-100.0% | $4,015-100.0% |
| Admin fee / account holder | $20 | $65-69.3% | $13,412-99.9% | $71-72.1% |