Filed December 13, 2010
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 CORPORATION3+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 13 · EIN 35-0472300 1300 S. CLINTON ST · FORT WAYNE, IN 468023506 | Contract Administrator | $72,878 |
THE HARTFORD3+ years Filed as: HARTFORD LIFE Service code 13 · EIN 06-0974148 1 GRIFFIN ROAD NORTH · WINDSOR, CT 060951512 | Contract Administrator | $2,911 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT COMPA Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,513 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $217,907 | $80,753+169.8% | $136,297+59.9% | $62,293+249.8% |
| Participation rate | 70.3% | 73.5%-3.3pp | 81.9%-11.7pp | 69.5%+0.8pp |
| Annual return | 21.84% | 35.83%-14.0pp | 5156.19%-5134.4pp | 28.90%-7.1pp |
| Employer contribution / active EE | $784 | $2,884-72.8% | $4,696-83.3% | $2,042-61.6% |
| Participant deferral / active EE | $7,282 | $5,164+41.0% | $6,247+16.6% | $3,169+129.8% |
| Admin fee / account holder | $617 | $525+17.4% | $9,244-93.3% | $479+28.7% |