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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,063,378 |
FINANCIAL ENGINES7+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,193,545 |
GEORGE JOHNSON & COMPANY2 years Service code 10 · EIN 38-2029668 | Accounting | $27,950 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL Service code 13 · EIN 35-1140070 | Contract Administrator | $15,650 |
FID INV INST OPS CO5 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,372 | $68,062+0.5% | $185,823-63.2% | $106,520-35.8% |
| Participation rate | 73.0% | 75.2%-2.2pp | 81.7%-8.7pp | 71.3%+1.7pp |
| Annual return | 14.76% | 18.20%-3.4pp | 122.05%-107.3pp | 19.28%-4.5pp |
| Employer contribution / active EE | $1,243 | $1,997-37.8% | $5,167-76.0% | $2,840-56.3% |
| Participant deferral / active EE | $4,029 | $3,990+1.0% | $5,568-27.6% | $4,948-18.6% |
| Admin fee / account holder | $85 | $53+61.5% | $16,237-99.5% | $75+14.3% |