Filed April 30, 2009 (most recent of 3 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 |
|---|---|---|
BAKER NEWMAN NOYES1+ years Service code 10 · EIN 01-0494526 | Accounting | $10,250 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,631 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $1,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,225 | $37,039+27.5% | $147,618-68.0% | $59,188-20.2% |
| Participation rate | 37.3% | 63.8%-26.5pp | 84.6%-47.4pp | 69.4%-32.2pp |
| Annual return | 1.86% | 7.19%-5.3pp | 61.98%-60.1pp | 5.51%-3.7pp |
| Employer contribution / active EE | $96 | $1,353-92.9% | $5,564-98.3% | $2,098-95.4% |
| Participant deferral / active EE | $2,125 | $2,094+1.5% | $4,895-56.6% | $3,265-34.9% |
| Admin fee / account holder | $20 | $60-67.1% | $11,612-99.8% | $92-78.5% |