Filed January 29, 2008 (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.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $759,866 |
MORNINGSTAR2 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $337,027 |
Service code 26 · EIN 33-0818667 | Advisory (Participants) | $213,803 |
FARBER HASS HURLEY LLP10+ years Filed as: FABER HASS HURLEY LLP Service code 10 · EIN 20-4207759 | Accounting | $18,805 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,603 | $53,204+162.4% | $155,556-10.3% | $200,096-30.2% |
| Participation rate | 90.3% | 64.1%+26.2pp | 78.2%+12.1pp | 72.0%+18.3pp |
| Annual return | 11.67% | 41.02%-29.4pp | 64.84%-53.2pp | 34.26%-22.6pp |
| Employer contribution / active EE | $3,977 | $1,850+115.0% | $4,675-14.9% | $3,038+30.9% |
| Participant deferral / active EE | $9,017 | $3,163+185.0% | $5,631+60.1% | $5,090+77.2% |
| Admin fee / account holder | $371 | $186+99.5% | $15,885-97.7% | $269+37.6% |