Filed June 16, 2006
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 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $3,306,206 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $141,250 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $7,913 |
Filed as: HEALTHCARE COMMUITY SEC CORP Service code 15 | Recordkeeping | $5,250 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $4,968 |
Filed as: HEALTHCARE COMMUNITY SEC CORP Service code 16 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES2 years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $0 |
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 | $71,296 | $68,062+4.8% | $185,854-61.6% | $106,520-33.1% |
| Participation rate | 92.1% | 75.2%+16.9pp | 81.7%+10.4pp | 71.3%+20.8pp |
| Annual return | 14.26% | 18.20%-3.9pp | 122.12%-107.9pp | 19.28%-5.0pp |
| Employer contribution / active EE | $415 | $1,997-79.2% | $5,169-92.0% | $2,840-85.4% |
| Participant deferral / active EE | $6,698 | $3,990+67.9% | $5,569+20.3% | $4,948+35.4% |
| Admin fee / account holder | $40 | $53-25.0% | $16,246-99.8% | $75-46.9% |