Filed August 28, 2009 (most recent of 4 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 |
|---|---|---|
Filed as: WALTER SCOTT & PARTNERS Service code 28 | Investment Management | $286,179 |
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 20 · EIN 35-0472300 | Trustee (individual) | $240,552 |
Service code 28 150 SOUTH FIFTH STREET, SUITE 2550 · MINNEAPOLIS, MN 55402 | Investment Management | $159,322 |
WELLS FARGO BANK, N.A.3+ years Service code 26 · EIN 41-0449260 | Advisory (Participants) | $154,279 |
Filed as: UBS TRUMBULL Service code 28 10 STATE HOUSE SQUARE #15 · HARTFORD, CT 06103 | Investment Management | $145,937 |
Filed as: EPOCH INVESTMENT PARTNERS Service code 28 640 FIFTH AVENUE · NEW YORK, NY 10019 | Investment Management | $139,548 |
SUNTRUST BANKS, INC.1 year Filed as: STERLING CAPITAL MANAGEMENT Service code 28 4350 CONGRESS STREET, STE 1000 · CHARLOTTE, NC 28209 | Investment Management | $113,876 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $96,735 |
Filed as: HIGHLAND ASSOCIATES, INC. Service code 16 2545 HIGHLAND AVE SOUTH, STE 200 · BIRMINGHAM, AL 35205 | Consulting | $57,827 |
PNC BANK, N.A.1 year Filed as: PNC CAPITAL ADVISORS Service code 28 P.O. BOX 91249 · CLEVELAND, OH 441013249 | Investment Management | $46,934 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 10.88% | 26.60%-15.7pp | 10.16%+0.7pp | 17.84%-7.0pp |
| Employer contribution / active EE | $6,305 | $7,232-12.8% | $33,192-81.0% | $14,688-57.1% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |