Filed November 2, 2004
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 12 · EIN 13-3689044 | Participant loan processing; Float re... | $59,011 |
Service code 16 · EIN 35-2552359 | Consulting | $41,250 |
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 34-1140070 | Contract Administrator | $100 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,583 | $46,292-10.2% | $143,757-71.1% | $64,808-35.8% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -14.33% | -10.05%-4.3pp | -0.04%-14.3pp | 32.82%-47.1pp |
| Employer contribution / active EE | $2,020 | $1,910+5.8% | $4,951-59.2% | $2,506-19.4% |
| Participant deferral / active EE | $4,289 | $2,646+62.1% | $5,637-23.9% | $4,310-0.5% |
| Admin fee / account holder | $163 | $154+6.0% | $14,673-98.9% | $188-13.2% |