Filed July 12, 2011
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 35-0472300 | Contract Administrator | $298,212 |
Filed as: FIDUCIARY PARTNERS INVESTMENT CONSU Service code 27 · EIN 26-1370206 | Advisory (Plan) | $15,000 |
Service code 26 · EIN 51-0595589 | Advisory (Participants) | $15,000 |
BKS RETIREMENT SERVICES1 year Service code 27 · EIN 84-1921272 | Advisory (Plan) | $10,000 |
JAMES MOORE & CO., P.L.2 years Service code 10 · EIN 59-3204548 | Accounting | $10,000 |
Filed as: SMITH, GAMBRELL & RUSSELL LLP Service code 27 · EIN 58-0967450 | Advisory (Plan) | $3,525 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,169 | $47,456+1.5% | $172,757-72.1% | $77,775-38.1% |
| Participation rate | 98.9% | 66.3%+32.6pp | 82.6%+16.3pp | 73.2%+25.7pp |
| Annual return | 16.07% | 35.57%-19.5pp | 803.06%-787.0pp | 32.58%-16.5pp |
| Employer contribution / active EE | $2,220 | $1,574+41.0% | $5,144-56.8% | $2,504-11.3% |
| Participant deferral / active EE | $3,415 | $2,560+33.4% | $5,198-34.3% | $3,966-13.9% |
| Admin fee / account holder | $58 | $81-28.3% | $13,956-99.6% | $100-42.1% |