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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,604,261 |
SLAVIC INTEGRATED ADMINISTRATION2+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $722,697 |
OASIS OUTSOURCING HOLDINGS, INC2+ years Filed as: OASIS OUTSOURCING Service code 14 · EIN 65-0731524 | Plan Administrator | $277,167 |
STADION MONEY MANAGEMENT2+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $158,495 |
REGIONS BANK2+ years Filed as: REGIONS Service code 16 P.P. BOX 12385 · BIRMINGHAM, AL 352022385 | Consulting | $71,250 |
MAYER HOFFMAN MCCANN P.C.2+ years Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1947695 | Accounting | $26,500 |
GROOM LAW GROUP1 year Service code 29 1701 PENNSYLVANIA AVENUE N.W. · WASHINGTON, DC 200065811 | Legal | $10,307 |
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY PARTNERS INVEST CONSULTIN Service code 16 · EIN 26-1370206 | Consulting | $10,000 |
JKG GROUP1 year Service code 16 900 EAST ROGERS CIRCLE · BOCA RATON, FL 33487 | Consulting | $9,737 |
Service code 16 · EIN 51-0595589 | Consulting | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,363 | $26,033+8.9% | $74,577-62.0% | $329,111-91.4% |
| Participation rate | 33.2% | 26.0%+7.2pp | 68.1%-34.9pp | 67.9%-34.7pp |
| Annual return | 14.17% | 33.64%-19.5pp | 20.47%-6.3pp | 16.35%-2.2pp |
| Employer contribution / active EE | $582 | $317+83.4% | $2,525-76.9% | $2,303-74.7% |
| Participant deferral / active EE | $1,463 | $825+77.4% | $3,458-57.7% | $3,682-60.3% |
| Admin fee / account holder | $120 | $62+93.1% | $4,138-97.1% | $754-84.0% |