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 CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $311,607 |
MERCER3 years Filed as: MERCER INVESTMENTS, LLC Service code 26 · EIN 30-0282430 | Advisory (Participants) | $50,000 |
WORKPLACE MONEY1 year Service code 26 · EIN 81-4892346 | Advisory (Participants) | $9,000 |
Filed as: CBIZ MHM, LLC Service code 26 · EIN 43-1947695 | Advisory (Participants) | $2,625 |
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 | $100,058 | $112,711-11.2% | $170,055-41.2% | $80,187+24.8% |
| Participation rate | 70.5% | 87.4%-16.9pp | 87.0%-16.5pp | 72.9%-2.5pp |
| Annual return | 20.80% | 67.06%-46.3pp | 53.43%-32.6pp | 40.40%-19.6pp |
| Employer contribution / active EE | $2,790 | $4,488-37.8% | $6,790-58.9% | $2,980-6.3% |
| Participant deferral / active EE | $6,166 | $7,861-21.6% | $10,410-40.8% | $5,016+22.9% |
| Admin fee / account holder | $143 | $99+43.5% | $12,828-98.9% | $145-1.6% |