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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $258,037 |
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $53,985 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,483 | $136,853-61.7% | $130,298-59.7% | $80,187-34.5% |
| Participation rate | 68.5% | 81.6%-13.1pp | 76.3%-7.7pp | 72.9%-4.4pp |
| Annual return | 16.39% | 22.66%-6.3pp | 38.90%-22.5pp | 40.40%-24.0pp |
| Employer contribution / active EE | $1,412 | $3,395-58.4% | $4,128-65.8% | $2,980-52.6% |
| Participant deferral / active EE | $4,429 | $5,856-24.4% | $6,790-34.8% | $5,016-11.7% |
| Admin fee / account holder | $92 | $184-50.0% | $6,025-98.5% | $145-36.5% |