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 | $1,777,713 |
FINANCIAL ENGINES8+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,188,370 |
GEORGE JOHNSON & COMPANY3 years Service code 10 · EIN 38-2029668 | Accounting | $28,500 |
FID INV INST OPS CO6 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
LINCOLN NATIONAL CORPORATION4 years Filed as: LINCOLN FINANCIAL Service code 13 · EIN 35-1140070 | Contract Administrator | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,502 | $83,057-32.0% | $143,797-60.7% | $89,433-36.8% |
| Participation rate | 73.0% | 74.0%-1.0pp | 80.3%-7.3pp | 71.3%+1.7pp |
| Annual return | -15.08% | -13.97%-1.1pp | -0.04%-15.0pp | -11.88%-3.2pp |
| Employer contribution / active EE | $1,388 | $2,095-33.7% | $4,952-72.0% | $3,021-54.0% |
| Participant deferral / active EE | $4,329 | $4,281+1.1% | $5,638-23.2% | $5,125-15.5% |
| Admin fee / account holder | $76 | $83-9.0% | $14,679-99.5% | $79-4.9% |