Filed September 17, 2008
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $46,978 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 26 · EIN 61-1758632 24 E. COTA ST. SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Participants) | $19,470 |
PEERY & ASSOCIATES, INC.1 year Service code 15 · EIN 94-3274051 PO BOX 850 · PESCADERO, CA 94060 | Recordkeeping | $5,003 |
Service code 15 · EIN 20-3886993 PO BOX 6980 · WEST JORDAN, UT 84084 | Recordkeeping | $1,500 |
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 | $27,367 | $55,437-50.6% | $155,534-82.4% | $74,459-63.2% |
| Participation rate | 82.2% | 61.9%+20.3pp | 78.2%+3.9pp | 67.2%+14.9pp |
| Annual return | 13.86% | 269.58%-255.7pp | 64.92%-51.1pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $1,195 | $2,266-47.3% | $4,675-74.4% | $2,626-54.5% |
| Participant deferral / active EE | $1,445 | $2,837-49.1% | $5,630-74.3% | $4,350-66.8% |
| Admin fee / account holder | $280 | $1,742-83.9% | $15,900-98.2% | $1,945-85.6% |