Filed January 6, 2006 (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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,042,164 |
SLAVIC INTEGRATED ADMINISTRATION1+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $731,445 |
OASIS OUTSOURCING HOLDINGS, INC1+ years Filed as: OASIS OUTSOURCING Service code 14 · EIN 65-0731524 | Plan Administrator | $338,736 |
REGIONS BANK1+ years Filed as: REGIONS Service code 16 P.P. BOX 12385 · BIRMINGHAM, AL 352022385 | Consulting | $111,250 |
MAYER HOFFMAN MCCANN P.C.1+ years Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1947695 | Accounting | $31,050 |
STADION MONEY MANAGEMENT1+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $16,118 |
HILL WARD HENDERSON1+ years Filed as: HILL, WARD & HENDERSON Service code 29 · EIN 59-2678550 | Legal | $15,970 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY PARTNERS INVEST CONSULTIN Service code 16 · EIN 26-1370206 | Consulting | $10,000 |
Service code 16 · EIN 51-0595589 | Consulting | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,771 | $23,187+15.5% | $67,704-60.5% | $69,651-61.6% |
| Participation rate | 21.6% | 20.5%+1.1pp | 67.5%-45.9pp | 66.6%-45.0pp |
| Annual return | -4.64% | 599.89%-604.5pp | 25.41%-30.1pp | 53.77%-58.4pp |
| Employer contribution / active EE | $402 | $277+45.0% | $2,559-84.3% | $2,241-82.1% |
| Participant deferral / active EE | $1,069 | $676+58.2% | $3,585-70.2% | $3,635-70.6% |
| Admin fee / account holder | $142 | $65+118.6% | $4,255-96.7% | $63+124.0% |