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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $163,259 |
MMA SECURITIES LLC4 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) | $16,500 |
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 | $91,717 | $110,699-17.1% | $177,839-48.4% | $90,274+1.6% |
| Participation rate | 71.7% | 88.3%-16.7pp | 87.7%-16.1pp | 73.4%-1.7pp |
| Annual return | 20.53% | 22.79%-2.3pp | 48.33%-27.8pp | 53.97%-33.4pp |
| Employer contribution / active EE | $2,613 | $4,118-36.6% | $5,919-55.9% | $2,523+3.5% |
| Participant deferral / active EE | $4,955 | $6,731-26.4% | $7,714-35.8% | $4,231+17.1% |
| Admin fee / account holder | $114 | $90+26.8% | $12,432-99.1% | $114+0.1% |