Filed November 10, 2010
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 |
|---|---|---|
3D ASSET MANAGEMENT5 years Service code 28 100 CONSTITUTION PLAZA · HARTFORD, CT 06103 | Investment Management | $26,980 |
ASPIRE FINANCIAL SERVICES10+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 13 · EIN 27-1033755 4010 BOY SCOUT BLVD. · TAMPA, FL 33607 | Contract Administrator | $18,754 |
Filed as: NATIONAL BENEFIT SERVICES Service code 13 · EIN 20-3886993 PO BOX 219494 · KANSAS CITY, MO 641219494 | Contract Administrator | $8,622 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 PO BOX 2340 · FORT WAYNE, IN 46801 | Contract Administrator | $518 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,964 | $46,688-42.2% | $189,758-85.8% | $69,733-61.3% |
| Participation rate | 64.1% | 61.7%+2.4pp | 79.8%-15.7pp | 62.5%+1.7pp |
| Annual return | 9.41% | 14.35%-4.9pp | 52.62%-43.2pp | 15.22%-5.8pp |
| Employer contribution / active EE | $1,259 | $1,695-25.7% | $4,767-73.6% | $2,250-44.1% |
| Participant deferral / active EE | $1,584 | $2,143-26.1% | $5,856-72.9% | $3,054-48.1% |
| Admin fee / account holder | $240 | $1,700-85.9% | $20,388-98.8% | $3,102-92.3% |