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 |
|---|---|---|
REHMANN ROBSON1+ years Filed as: REHMANN FINANCIAL LLC Service code 16 · EIN 38-3567904 | Consulting | $36,750 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,656 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,446 | $63,964-30.5% | $147,618-69.9% | $67,505-34.2% |
| Participation rate | 58.1% | 68.6%-10.4pp | 84.6%-26.5pp | 71.2%-13.1pp |
| Annual return | 2.68% | 9.05%-6.4pp | 61.98%-59.3pp | 6.52%-3.8pp |
| Employer contribution / active EE | $0 | $1,618-100.0% | $5,564-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $2,580 | $2,589-0.3% | $4,895-47.3% | $3,597-28.3% |
| Admin fee / account holder | $9 | $43-78.7% | $11,612-99.9% | $56-83.7% |