Filed August 1, 2018 (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.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $174,254 |
MMA SECURITIES LLC2 years Filed as: MMC SECURITIES, LLC Service code 26 · EIN 06-1685865 | Advisory (Participants) | $70,788 |
Filed as: CBIZ MHM, LLC Service code 26 · EIN 43-1947695 | Advisory (Participants) | $15,000 |
THE LAMPO GROUP, INC.2 years Filed as: THE LAMPO GROUP Service code 26 · EIN 62-1593846 | Advisory (Participants) | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,867 | $82,546-12.9% | $140,019-48.7% | $75,289-4.5% |
| Participation rate | 69.0% | 88.4%-19.3pp | 87.5%-18.5pp | 72.4%-3.4pp |
| Annual return | -3.98% | -0.36%-3.6pp | 651.15%-655.1pp | -0.04%-3.9pp |
| Employer contribution / active EE | $2,300 | $3,856-40.4% | $5,605-59.0% | $2,405-4.4% |
| Participant deferral / active EE | $4,361 | $5,731-23.9% | $6,927-37.0% | $3,739+16.6% |
| Admin fee / account holder | $174 | $86+102.6% | $10,705-98.4% | $102+69.9% |