Filed April 1, 2015
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 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN INVEST/SHEPHERD FINANCIAL Service code 51 111 CONGRESSIONAL BLVD #100 · CARMEL, IN 46032 | Investment Mgmt Fees | $17,308 |
PROTPA4+ years Service code 15 111 PARK AVE EAST · MANSFIELD, OH 44902 | Recordkeeping | $16,315 |
MATRIX TRUST COMPANY2 years Service code 19 717 17TH STREET, SUITE 1300 · DENVER, CO 80201 | Securities Custodian | $2,885 |
LINCOLN NATIONAL CORPORATION3 years Filed as: SHEPHERD FINANCIAL Service code 51 111 CONGRESSIONAL BLVD, SUITE 100 · CARMEL, IN 46032 | Investment Mgmt Fees | $0 |
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 | $43,405 | $42,396+2.4% | $67,313-35.5% | $56,287-22.9% |
| Participation rate | 79.6% | 61.0%+18.6pp | 69.1%+10.5pp | 69.9%+9.7pp |
| Annual return | -4.88% | -36.63%+31.7pp | -4.08%-0.8pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,782 | $1,414+26.1% | $2,566-30.5% | $2,111-15.6% |
| Participant deferral / active EE | $2,843 | $2,360+20.5% | $3,568-20.3% | $3,350-15.1% |
| Admin fee / account holder | $283 | $510-44.5% | $4,507-93.7% | $521-45.7% |