Filed July 12, 2012
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 12 · EIN 13-3689044 | Shareholder servicing fees; Investmen... | $33,230 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE Service code 28 · EIN 13-5570651 | Investment Management | $193 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $175 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,253 | $37,039-23.7% | $147,617-80.9% | $59,188-52.3% |
| Participation rate | 51.9% | 63.8%-11.9pp | 84.6%-32.8pp | 69.4%-17.6pp |
| Annual return | 87.80% | 7.19%+80.6pp | 61.98%+25.8pp | 5.51%+82.3pp |
| Employer contribution / active EE | $470 | $1,353-65.3% | $5,564-91.6% | $2,098-77.6% |
| Participant deferral / active EE | $1,324 | $2,094-36.8% | $4,895-73.0% | $3,265-59.5% |
| Admin fee / account holder | $31 | $60-48.1% | $11,612-99.7% | $92-66.1% |