Filed December 5, 2006 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 13 · EIN 04-2647786 | Contract Administrator | $1,509,424 |
FINANCIAL ENGINES10+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,282,985 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL PEARL STREET Service code 28 · EIN 43-0538770 | Investment Management | $94,500 |
GEORGE JOHNSON & COMPANY5 years Service code 10 · EIN 38-2029668 | Accounting | $29,100 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $28,800 |
LINCOLN NATIONAL CORPORATION6 years Filed as: LINCOLN FINANCIAL Service code 13 · EIN 53-0181291 | Contract Administrator | $12,750 |
FID INV INST OPS CO8 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,723 | $73,283+4.7% | $155,556-50.7% | $106,553-28.0% |
| Participation rate | 72.5% | 73.3%-0.8pp | 78.2%-5.7pp | 69.8%+2.7pp |
| Annual return | 13.68% | 15.76%-2.1pp | 64.84%-51.2pp | 17.37%-3.7pp |
| Employer contribution / active EE | $2,299 | $2,241+2.6% | $4,675-50.8% | $3,359-31.6% |
| Participant deferral / active EE | $4,457 | $4,567-2.4% | $5,631-20.9% | $5,562-19.9% |
| Admin fee / account holder | $76 | $56+36.5% | $15,885-99.5% | $80-4.2% |