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 ROBSON2+ years Filed as: REHMANN FINANCIAL LLC Service code 16 · EIN 38-3567904 | Consulting | $45,938 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $17,587 |
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 | $47,387 | $49,270-3.8% | $156,551-69.7% | $329,111-85.6% |
| Participation rate | 55.9% | 68.1%-12.2pp | 84.0%-28.1pp | 67.9%-12.0pp |
| Annual return | 11.54% | 23.25%-11.7pp | 32.23%-20.7pp | 16.35%-4.8pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $5,501-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $2,583 | $2,920-11.6% | $4,871-47.0% | $3,682-29.9% |
| Admin fee / account holder | $6 | $51-88.3% | $13,028-100.0% | $754-99.2% |