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 CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $286,704 |
MERCER2 years Filed as: MERCER INVESTMENTS, LLC Service code 26 · EIN 30-0282430 | Advisory (Participants) | $50,000 |
Filed as: CBIZ MHM, LLC Service code 26 · EIN 43-1947695 | Advisory (Participants) | $18,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,099 | $95,918-15.4% | $151,634-46.5% | $77,906+4.1% |
| Participation rate | 67.9% | 88.7%-20.8pp | 87.5%-19.5pp | 73.7%-5.7pp |
| Annual return | -14.81% | -5.50%-9.3pp | 3.32%-18.1pp | 12.16%-27.0pp |
| Employer contribution / active EE | $2,705 | $4,330-37.5% | $6,165-56.1% | $2,846-5.0% |
| Participant deferral / active EE | $5,358 | $7,508-28.6% | $8,363-35.9% | $4,805+11.5% |
| Admin fee / account holder | $141 | $93+51.0% | $11,614-98.8% | $133+6.2% |