Filed September 12, 2002
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 |
|---|---|---|
ALTA CPA GROUP6 years Service code 10 · EIN 82-1650312 59 FRANKLIN STREET 2ND FL · ANNAPOLIS, MD 21401 | Accounting | $9,000 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIALCORPORATION Service code 13 · EIN 35-1140070 8801 INDIAN HILLS AVENUE · OMAHA, NE 68114 | Contract Administrator | $800 |
TIAA2 years Filed as: TIAA TEACHERS INSURANCE & ANNUITY A Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Contract Administrator | $452 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,176 | $67,594+89.6% | $77,361+65.7% | $69,733+83.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 11.99% | 19.20%-7.2pp | 1011.54%-999.6pp | 15.22%-3.2pp |
| Employer contribution / active EE | $2,355 | $2,649-11.1% | $2,990-21.2% | $2,250+4.7% |
| Participant deferral / active EE | $5,078 | $3,401+49.3% | $3,911+29.8% | $3,054+66.2% |
| Admin fee / account holder | $32 | $1,159-97.2% | $5,894-99.5% | $3,102-99.0% |