Filed April 30, 2007 (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 CORPORATION2 years Service code 13 · EIN 35-0472300 | Contract Administrator | $66,555 |
HOGANTAYLOR LLP3 years Filed as: HOGAN TAYLOR Service code 10 · EIN 73-1413977 | Accounting | $13,500 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 10 · EIN 36-4291971 | Accounting | $7,500 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $6,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $115,873 | $69,383+67.0% | $101,271+14.4% | $73,493+57.7% |
| Participation rate | 95.0% | 68.4%+26.7pp | 75.8%+19.2pp | 70.7%+24.3pp |
| Annual return | 11.99% | 18.46%-6.5pp | 46.48%-34.5pp | 28.51%-16.5pp |
| Employer contribution / active EE | $4,776 | $2,628+81.7% | $3,660+30.5% | $2,270+110.4% |
| Participant deferral / active EE | $8,009 | $3,301+142.6% | $4,371+83.3% | $3,740+114.2% |
| Admin fee / account holder | $428 | $704-39.2% | $5,948-92.8% | $513-16.6% |