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 | Participant communication; Shareholde... | $26,239 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA EQUITABLE LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $716 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $175 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $35,665 | $44,989-20.7% | $170,435-79.1% | $77,958-54.3% |
| Participation rate | 49.0% | 64.6%-15.6pp | 83.6%-34.6pp | 71.6%-22.6pp |
| Annual return | 14.84% | 19.61%-4.8pp | 205.94%-191.1pp | 20.87%-6.0pp |
| Employer contribution / active EE | $476 | $1,466-67.6% | $5,432-91.2% | $2,310-79.4% |
| Participant deferral / active EE | $1,385 | $2,208-37.3% | $4,939-72.0% | $3,537-60.8% |
| Admin fee / account holder | $28 | $69-59.5% | $13,881-99.8% | $97-71.3% |