Filed November 9, 2005 (most recent of 2 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $36,284 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $18,025 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $180 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $102,270 | $84,948+20.4% | $70,494+45.1% | $73,412+39.3% |
| Participation rate | 85.4% | 79.9%+5.5pp | 75.1%+10.4pp | 72.2%+13.3pp |
| Annual return | 7.80% | 13.39%-5.6pp | 109.16%-101.4pp | 59.30%-51.5pp |
| Employer contribution / active EE | $1,082 | $2,834-61.8% | $2,738-60.5% | $2,234-51.6% |
| Participant deferral / active EE | $1,141 | $3,387-66.3% | $3,711-69.3% | $3,806-70.0% |
| Admin fee / account holder | $80 | $98-18.6% | $3,848-97.9% | $158-49.4% |