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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 20 · EIN 35-0472300 | Trustee (individual) | $285,370 |
Filed as: FIRST REPUBLIC BANK Service code 28 601 W MARKET STREET · LOUISVILLE, KY 40202 | Investment Management | $256,833 |
Filed as: WALTER SCOTT & PARTNERS Service code 28 | Investment Management | $214,725 |
SUNTRUST BANKS, INC.5 years Filed as: STERLING CAPITAL MANAGEMENT Service code 28 4350 CONGRESS STREET, STE 1000 · CHARLOTTE, NC 28209 | Investment Management | $188,092 |
PNC BANK, N.A.5 years Filed as: PNC CAPITAL ADVISORS Service code 28 P.O. BOX 91249 · CLEVELAND, OH 441013249 | Investment Management | $184,359 |
WELLS FARGO BANK, N.A.7+ years Service code 26 · EIN 41-0449260 | Advisory (Participants) | $184,004 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS TRUMBULL Service code 28 10 STATE HOUSE SQUARE #15 · HARTFORD, CT 06103 | Investment Management | $132,277 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON TRUST Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $101,653 |
BUCK GLOBAL, LLC3 years Service code 11 110 W. BERRY ST., SUITE 1300 · FORT WAYNE, IN 46802 | Actuarial | $82,517 |
Filed as: HIGHLAND ASSOCIATES, INC. Service code 16 2545 HIGHLAND AVE SOUTH, STE 200 · BIRMINGHAM, AL 35205 | Consulting | $47,488 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 9.02% | 35.98%-27.0pp | 10.75%-1.7pp | 15.63%-6.6pp |
| Employer contribution / active EE | $4,759 | $8,396-43.3% | $35,170-86.5% | $11,476-58.5% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |