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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $643,567 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $9,200 |
Filed as: FIDELITY INVESTMENTS INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | -$295,148 |
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 | $51,947 | $46,969+10.6% | $154,110-66.3% | $73,367-29.2% |
| Participation rate | 87.6% | 72.4%+15.2pp | 83.0%+4.5pp | 69.5%+18.1pp |
| Annual return | -4.48% | 821.68%-826.2pp | 735.22%-739.7pp | 173.45%-177.9pp |
| Employer contribution / active EE | $1,356 | $1,723-21.3% | $5,298-74.4% | $2,499-45.8% |
| Participant deferral / active EE | $5,404 | $3,162+70.9% | $5,081+6.4% | $4,033+34.0% |
| Admin fee / account holder | $71 | $47+51.4% | $13,412-99.5% | $68+3.2% |