Filed January 15, 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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC-RPCP Service code 26 · EIN 95-2834236 | Advisory (Participants) | $133,801 |
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $111,162 |
DEFINITI LLC1 year Service code 15 · EIN 85-0833363 | Recordkeeping | $47,097 |
NATIONWIDE6+ years Filed as: NATIONWIDE FINANCIAL Service code 60 | Sub-TA Fees | $11,759 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $1,078 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $225 |
Filed as: RELIASTAR LIFE INSURANCE Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,484 | $56,095+7.8% | $178,499-66.1% | $90,274-33.0% |
| Participation rate | 57.1% | 65.6%-8.5pp | 81.9%-24.8pp | 73.4%-16.3pp |
| Annual return | 15.64% | 28.81%-13.2pp | 151.10%-135.5pp | 53.97%-38.3pp |
| Employer contribution / active EE | $442 | $1,572-71.9% | $5,011-91.2% | $2,523-82.5% |
| Participant deferral / active EE | $2,601 | $2,669-2.5% | $5,202-50.0% | $4,231-38.5% |
| Admin fee / account holder | $204 | $101+103.2% | $13,986-98.5% | $114+79.3% |