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 |
|---|---|---|
Service code 13 · EIN 04-2647786 | Contract Administrator | $1,569,016 |
FINANCIAL ENGINES9+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,152,528 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL PEARL STREET Service code 28 · EIN 43-0538770 | Investment Management | $118,125 |
GEORGE JOHNSON & COMPANY4 years Service code 10 · EIN 38-2029668 | Accounting | $29,100 |
LINCOLN NATIONAL CORPORATION5 years Filed as: LINCOLN FINANCIAL Service code 13 · EIN 35-1140070 | Contract Administrator | $13,875 |
FID INV INST OPS CO7 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 | $65,064 | $68,330-4.8% | $149,740-56.5% | $96,393-32.5% |
| Participation rate | 73.1% | 74.6%-1.5pp | 78.8%-5.7pp | 71.3%+1.9pp |
| Annual return | 17.46% | 29.64%-12.2pp | 134.51%-117.1pp | 22.88%-5.4pp |
| Employer contribution / active EE | $1,364 | $2,139-36.2% | $4,821-71.7% | $3,239-57.9% |
| Participant deferral / active EE | $4,255 | $4,422-3.8% | $5,683-25.1% | $5,455-22.0% |
| Admin fee / account holder | $71 | $52+36.6% | $13,222-99.5% | $74-3.9% |