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.
| 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% |