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.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $583,198 |
BKS RETIREMENT SERVICES3 years Service code 27 · EIN 84-1921272 | Advisory (Plan) | $25,000 |
JAMES MOORE & CO., P.L.7+ years Filed as: JAMES MOORE & CO. Service code 10 · EIN 59-3204548 | Accounting | $13,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,961 | $68,062-41.3% | $185,854-78.5% | $106,520-62.5% |
| Participation rate | 95.8% | 75.2%+20.6pp | 81.7%+14.1pp | 71.3%+24.5pp |
| Annual return | 10.59% | 18.20%-7.6pp | 122.12%-111.5pp | 19.28%-8.7pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $5,169-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $4,056 | $3,990+1.7% | $5,569-27.2% | $4,948-18.0% |
| Admin fee / account holder | $47 | $53-10.8% | $16,246-99.7% | $75-36.9% |