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 ROBSON3+ years Filed as: REHMANN FINANCIAL LLC Service code 16 · EIN 38-3567904 | Consulting | $36,750 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $18,961 |
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 | $52,455 | $53,684-2.3% | $170,435-69.2% | $80,976-35.2% |
| Participation rate | 57.9% | 69.2%-11.3pp | 83.6%-25.7pp | 68.3%-10.4pp |
| Annual return | 19.30% | 25.97%-6.7pp | 205.94%-186.6pp | 22.91%-3.6pp |
| Employer contribution / active EE | $0 | $1,642-100.0% | $5,432-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $2,738 | $3,017-9.3% | $4,939-44.6% | $3,848-28.9% |
| Admin fee / account holder | $6 | $46-87.3% | $13,881-100.0% | $67-91.3% |