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 | $1,107,250 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $536,049 |
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $8,165 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,481 | $66,513+16.5% | $178,510-56.6% | $106,273-27.1% |
| Participation rate | 87.3% | 73.8%+13.5pp | 81.9%+5.4pp | 70.8%+16.5pp |
| Annual return | 18.15% | 21.81%-3.7pp | 151.13%-133.0pp | 21.70%-3.6pp |
| Employer contribution / active EE | $1,220 | $1,776-31.3% | $5,011-75.7% | $2,722-55.2% |
| Participant deferral / active EE | $6,294 | $3,679+71.1% | $5,202+21.0% | $4,601+36.8% |
| Admin fee / account holder | $64 | $53+20.5% | $13,988-99.5% | $78-17.8% |