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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WALTER SCOTT & PARTNERS Service code 28 | Investment Management | $289,993 |
LINCOLN NATIONAL CORPORATION5+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 20 · EIN 35-0472300 | Trustee (individual) | $226,792 |
WELLS FARGO BANK, N.A.5+ years Service code 26 · EIN 41-0449260 | Advisory (Participants) | $223,851 |
Filed as: EPOCH INVESTMENT PARTNERS Service code 28 640 FIFTH AVENUE · NEW YORK, NY 10019 | Investment Management | $216,807 |
DISCIPLINED GROWTH INVESTORS3 years Service code 28 150 SOUTH FIFTH STREET, SUITE 2550 · MINNEAPOLIS, MN 55402 | Investment Management | $198,210 |
SUNTRUST BANKS, INC.3 years Filed as: STERLING CAPITAL MANAGEMENT Service code 28 4350 CONGRESS STREET, STE 1000 · CHARLOTTE, NC 28209 | Investment Management | $177,632 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS TRUMBULL Service code 28 10 STATE HOUSE SQUARE #15 · HARTFORD, CT 06103 | Investment Management | $147,064 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $76,801 |
BUCK GLOBAL, LLC1 year Service code 11 110 W. BERRY ST., SUITE 1300 · FORT WAYNE, IN 46802 | Actuarial | $67,672 |
Filed as: HIGHLAND ASSOCIATES, INC. Service code 16 2545 HIGHLAND AVE SOUTH, STE 200 · BIRMINGHAM, AL 35205 | Consulting | $44,055 |
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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 15.04% | 34.64%-19.6pp | 20.73%-5.7pp | 21.83%-6.8pp |
| Employer contribution / active EE | $6,980 | $7,654-8.8% | $36,503-80.9% | $12,237-43.0% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |