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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 | Contract Administrator | $1,833,374 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $221,095 |
Filed as: PRUDENTIAL INVESTMENTS MANAGEMENTSE Service code 63 | 12b-1 Fees | $9,949 |
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,822 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $474 |
Filed as: TRANSAMERIA RETIREMENT SOLUTIONS Service code 12 · EIN 13-3689044 | Claims processing; Investment managem... | $40 |
NATIONAL FINANCIAL SERVICES4 years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $0 |
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 | $66,500 | $68,330-2.7% | $149,740-55.6% | $96,393-31.0% |
| Participation rate | 89.5% | 74.6%+14.9pp | 78.8%+10.7pp | 71.3%+18.2pp |
| Annual return | 19.25% | 29.64%-10.4pp | 134.51%-115.3pp | 22.88%-3.6pp |
| Employer contribution / active EE | $325 | $2,139-84.8% | $4,821-93.3% | $3,239-90.0% |
| Participant deferral / active EE | $7,336 | $4,422+65.9% | $5,683+29.1% | $5,455+34.5% |
| Admin fee / account holder | $32 | $52-38.6% | $13,222-99.8% | $74-56.8% |