Filed December 26, 2002
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 |
|---|---|---|
Filed as: LOCKTON INVESTMENT Service code 27 · EIN 20-8874282 | Advisory (Plan) | $53,125 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $17,513 |
WIPFLI LLP2 years Service code 10 · EIN 39-0758449 | Accounting | $14,400 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,292 | $52,293+36.3% | $178,499-60.1% | $73,412-2.9% |
| Participation rate | 79.6% | 65.3%+14.2pp | 81.9%-2.4pp | 72.2%+7.4pp |
| Annual return | 12.59% | 34.75%-22.2pp | 151.10%-138.5pp | 59.30%-46.7pp |
| Employer contribution / active EE | $2,674 | $1,735+54.1% | $5,011-46.6% | $2,234+19.7% |
| Participant deferral / active EE | $5,335 | $2,332+128.8% | $5,202+2.6% | $3,806+40.2% |
| Admin fee / account holder | $79 | $127-37.9% | $13,986-99.4% | $158-49.9% |