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.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $434,040 |
BKS RETIREMENT SERVICES3 years Service code 27 · EIN 84-1921272 | Advisory (Plan) | $20,756 |
JAMES MOORE & CO., P.L.4 years Service code 10 · EIN 59-3204548 | Accounting | $17,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,793 | $67,512-11.4% | $185,854-67.8% | $93,010-35.7% |
| Participation rate | 94.1% | 67.1%+26.9pp | 81.7%+12.3pp | 73.9%+20.2pp |
| Annual return | 10.50% | 21.04%-10.5pp | 122.12%-111.6pp | 158.70%-148.2pp |
| Employer contribution / active EE | $2,784 | $1,783+56.1% | $5,169-46.1% | $2,705+2.9% |
| Participant deferral / active EE | $4,521 | $3,035+48.9% | $5,569-18.8% | $4,561-0.9% |
| Admin fee / account holder | $76 | $318-76.1% | $16,246-99.5% | $152-50.0% |