Filed April 17, 2009 (most recent of 6 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 |
|---|---|---|
SEVEN SIMPLE MACHINES5 years Service code 16 · EIN 20-4028622 | Consulting | $11,849 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,950 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,657 |
Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $229,189 | $56,095+308.6% | $178,510+28.4% | $90,274+153.9% |
| Participation rate | 27.1% | 65.6%-38.4pp | 81.9%-54.8pp | 73.4%-46.2pp |
| Annual return | 22.67% | 28.81%-6.1pp | 151.13%-128.5pp | 53.97%-31.3pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,231-100.0% |
| Admin fee / account holder | $65 | $101-35.6% | $13,988-99.5% | $114-43.2% |