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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $1,126,264 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $566,908 |
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $8,700 |
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 | $64,922 | $58,202+11.5% | $172,757-62.4% | $89,609-27.5% |
| Participation rate | 88.4% | 72.8%+15.6pp | 82.6%+5.8pp | 69.6%+18.8pp |
| Annual return | 23.99% | 61.59%-37.6pp | 803.06%-779.1pp | 33.65%-9.7pp |
| Employer contribution / active EE | $1,395 | $1,759-20.7% | $5,144-72.9% | $2,584-46.0% |
| Participant deferral / active EE | $5,677 | $3,335+70.2% | $5,198+9.2% | $4,222+34.5% |
| Admin fee / account holder | $65 | $53+23.6% | $13,956-99.5% | $72-9.3% |