Filed December 2, 2011 (most recent of 4 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.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $360,411 |
LINCOLN NATIONAL CORPORATION8+ years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $170,911 |
Service code 10 · EIN 54-1670018 | Accounting | $11,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $128,290 | $95,388+34.5% | $125,401+2.3% | $77,906+64.7% |
| Participation rate | 97.9% | 78.6%+19.3pp | 82.4%+15.5pp | 73.7%+24.2pp |
| Annual return | -13.45% | 116.19%-129.6pp | 572.53%-586.0pp | 12.16%-25.6pp |
| Employer contribution / active EE | $6,492 | $3,666+77.1% | $4,816+34.8% | $2,846+128.1% |
| Participant deferral / active EE | $12,091 | $7,711+56.8% | $7,448+62.3% | $4,805+151.6% |
| Admin fee / account holder | $185 | $119+55.4% | $10,008-98.2% | $133+39.3% |