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 CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $282,933 |
MERCER1 year Filed as: MERCER INVESTMENTS, LLC Service code 26 · EIN 30-0282430 | Advisory (Participants) | $37,500 |
Filed as: CBIZ MHM, LLC Service code 26 · EIN 43-1947695 | Advisory (Participants) | $17,000 |
MMA SECURITIES LLC5 years Filed as: MMC SECURITIES, LLC Service code 26 · EIN 06-1685865 | Advisory (Participants) | $12,500 |
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 | $98,379 | $118,337-16.9% | $189,534-48.1% | $93,010+5.8% |
| Participation rate | 71.4% | 89.1%-17.7pp | 87.8%-16.4pp | 73.9%-2.5pp |
| Annual return | 15.77% | 21.77%-6.0pp | 555.39%-539.6pp | 158.70%-142.9pp |
| Employer contribution / active EE | $2,737 | $4,204-34.9% | $6,162-55.6% | $2,705+1.2% |
| Participant deferral / active EE | $5,404 | $7,123-24.1% | $8,220-34.3% | $4,561+18.5% |
| Admin fee / account holder | $153 | $100+54.0% | $12,049-98.7% | $152+1.2% |