Filed October 7, 2010 (most recent of 6 filings on file)
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $532,103 |
Filed as: FIDELITY INVESTMENTS INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $323,424 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $9,670 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,261 | $53,684+2.9% | $170,435-67.6% | $80,976-31.8% |
| Participation rate | 83.6% | 69.2%+14.4pp | 83.6%0pp | 68.3%+15.4pp |
| Annual return | 19.42% | 25.97%-6.5pp | 205.94%-186.5pp | 22.91%-3.5pp |
| Employer contribution / active EE | $1,234 | $1,642-24.9% | $5,432-77.3% | $2,402-48.6% |
| Participant deferral / active EE | $4,636 | $3,017+53.7% | $4,939-6.1% | $3,848+20.5% |
| Admin fee / account holder | $69 | $46+49.9% | $13,881-99.5% | $67+3.0% |