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.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $200,533 |
MMA SECURITIES LLC3 years Filed as: MMC SECURITIES, LLC Service code 26 · EIN 06-1685865 | Advisory (Participants) | $50,000 |
Filed as: CBIZ MHM, LLC Service code 26 · EIN 43-1947695 | Advisory (Participants) | $15,750 |
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 | $96,748 | $95,776+1.0% | $162,185-40.3% | $77,775+24.4% |
| Participation rate | 75.2% | 88.6%-13.5pp | 87.6%-12.4pp | 73.2%+2.0pp |
| Annual return | 23.78% | 37.03%-13.2pp | 115.61%-91.8pp | 32.58%-8.8pp |
| Employer contribution / active EE | $2,708 | $3,874-30.1% | $5,613-51.8% | $2,504+8.1% |
| Participant deferral / active EE | $5,075 | $6,125-17.1% | $7,297-30.4% | $3,966+28.0% |
| Admin fee / account holder | $179 | $88+104.0% | $10,844-98.4% | $100+78.7% |