Filed May 15, 2013
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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $268,248 |
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $67,196 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,572 | $164,864-66.9% | $453,569-88.0% | $93,010-41.3% |
| Participation rate | 71.7% | 84.2%-12.5pp | 78.0%-6.4pp | 73.9%-2.2pp |
| Annual return | 13.51% | 17.89%-4.4pp | 64.43%-50.9pp | 158.70%-145.2pp |
| Employer contribution / active EE | $1,110 | $3,519-68.5% | $4,072-72.7% | $2,705-59.0% |
| Participant deferral / active EE | $4,105 | $5,690-27.9% | $6,211-33.9% | $4,561-10.0% |
| Admin fee / account holder | $103 | $104-1.2% | $11,214-99.1% | $152-32.2% |