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 | Account maintenance fees; Float reven... | $60,578 |
Service code 16 · EIN 35-2552359 | Consulting | $55,000 |
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 34-1140070 | Contract Administrator | $100 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 | Securities brokerage commissions and ... | $0 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,049 | $47,135+10.4% | $149,717-65.2% | $74,440-30.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 15.39% | 22.75%-7.4pp | 134.41%-119.0pp | 34.37%-19.0pp |
| Employer contribution / active EE | $2,381 | $1,906+25.0% | $4,820-50.6% | $2,638-9.7% |
| Participant deferral / active EE | $4,651 | $2,728+70.5% | $5,682-18.1% | $4,529+2.7% |
| Admin fee / account holder | $207 | $343-39.7% | $13,213-98.4% | $348-40.6% |