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 | $345,294 |
LINCOLN NATIONAL CORPORATION4+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 20 · EIN 35-0472300 | Trustee (individual) | $246,597 |
SUNTRUST BANKS, INC.2 years Filed as: STERLING CAPITAL MANAGEMENT Service code 28 4350 CONGRESS STREET, STE 1000 · CHARLOTTE, NC 28209 | Investment Management | $212,130 |
DISCIPLINED GROWTH INVESTORS2 years Service code 28 150 SOUTH FIFTH STREET, SUITE 2550 · MINNEAPOLIS, MN 55402 | Investment Management | $178,430 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS TRUMBULL Service code 28 10 STATE HOUSE SQUARE #15 · HARTFORD, CT 06103 | Investment Management | $155,136 |
Filed as: EPOCH INVESTMENT PARTNERS Service code 28 640 FIFTH AVENUE · NEW YORK, NY 10019 | Investment Management | $139,548 |
PRIN INVESTMENTS1 year Filed as: PRIN INVESTMENTS REAL ESTATE GROUP Service code 28 8787 E PINNACLE PEAK ROAD, STE 130 · SCOTTSDALE, AZ 85255 | Investment Management | $129,701 |
WELLS FARGO BANK, N.A.4+ years Service code 26 · EIN 41-0449260 | Advisory (Participants) | $119,791 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $105,059 |
Filed as: HIGHLAND ASSOCIATES, INC. Service code 16 2545 HIGHLAND AVE SOUTH, STE 200 · BIRMINGHAM, AL 35205 | Consulting | $45,588 |
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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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -3.20% | 9.64%-12.8pp | -102.04%+98.8pp | 33.37%-36.6pp |
| Employer contribution / active EE | $4,265 | $8,034-46.9% | $36,232-88.2% | $11,253-62.1% |
| Participant deferral / active EE | $0 | $572-100.0% | $48-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |