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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $2,092,203 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $147,750 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 | 12b-1 Fees | $8,520 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,987 |
Filed as: PRUDENTIAL INVESTMENT MGMT SERVICES Service code 63 · EIN 13-4122960 | 12b-1 Fees | $1,432 |
CHARLES SCHWAB & CO., INC.8+ years Service code 12 · EIN 94-1737782 | Float revenue; Participant loan proce... | $0 |
NATIONAL FINANCIAL SERVICES3 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,020 | $83,057-31.3% | $143,801-60.3% | $89,433-36.2% |
| Participation rate | 94.7% | 74.0%+20.7pp | 80.3%+14.4pp | 71.3%+23.4pp |
| Annual return | -16.19% | -13.97%-2.2pp | -0.04%-16.2pp | -11.88%-4.3pp |
| Employer contribution / active EE | $333 | $2,095-84.1% | $4,952-93.3% | $3,021-89.0% |
| Participant deferral / active EE | $7,112 | $4,281+66.1% | $5,639+26.1% | $5,125+38.8% |
| Admin fee / account holder | $38 | $83-54.2% | $14,680-99.7% | $79-52.1% |