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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $125,893 |
Filed as: LOCKTON INVESTMENT Service code 27 · EIN 20-8874282 | Advisory (Plan) | $21,250 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $10,625 |
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 | $71,707 | $46,332+54.8% | $143,799-50.1% | $64,819+10.6% |
| Participation rate | 73.9% | 64.2%+9.6pp | 80.3%-6.5pp | 71.5%+2.4pp |
| Annual return | -12.68% | -10.05%-2.6pp | -0.04%-12.6pp | 32.84%-45.5pp |
| Employer contribution / active EE | $2,952 | $1,911+54.5% | $4,952-40.4% | $2,507+17.8% |
| Participant deferral / active EE | $6,537 | $2,647+146.9% | $5,638+15.9% | $4,311+51.6% |
| Admin fee / account holder | $143 | $154-7.0% | $14,677-99.0% | $188-23.8% |