Filed June 24, 2002 (most recent of 2 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $32,753 |
JAMES MOORE & CO., P.L.5+ years Filed as: JAMES MOORE & CO, PL. Service code 10 · EIN 59-1060842 | Accounting | $19,000 |
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY PARTNERS INVESTMENT CONSU Service code 26 · EIN 26-1370206 | Advisory (Participants) | $12,500 |
BKS RETIREMENT SERVICES1 year Service code 26 · EIN 84-1921272 | Advisory (Participants) | $6,250 |
Service code 26 · EIN 51-0595589 | Advisory (Participants) | $6,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,313 | $53,565-58.3% | $172,757-87.1% | $82,204-72.9% |
| Participation rate | 100.0% | 69.6%+30.4pp | 82.6%+17.4pp | 73.4%+26.6pp |
| Annual return | 16.32% | 31.42%-15.1pp | 803.06%-786.7pp | 26.31%-10.0pp |
| Employer contribution / active EE | $3,830 | $1,857+106.3% | $5,144-25.5% | $2,707+41.5% |
| Participant deferral / active EE | -$0 | $3,006-100.0% | $5,198-100.0% | $4,246-100.0% |
| Admin fee / account holder | $6 | $61-89.9% | $13,956-100.0% | $76-91.8% |