Filed April 28, 2006 (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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $15,634 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $14,409 |
Filed as: METLIFE INSURANCE COMPANY Service code 37 · EIN 39-1412320 | Loan Processing | $1,811 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $900 |
Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $285 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,215 | $36,916-29.0% | $156,551-83.3% | $57,658-54.5% |
| Participation rate | 98.6% | 63.4%+35.2pp | 84.0%+14.6pp | 70.2%+28.4pp |
| Annual return | 6.66% | 12.38%-5.7pp | 32.23%-25.6pp | 5.13%+1.5pp |
| Employer contribution / active EE | $110 | $1,571-93.0% | $5,501-98.0% | $1,974-94.4% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $41 | $82-50.0% | $13,028-99.7% | $95-56.4% |