Filed April 30, 2013 (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 |
|---|---|---|
FINANCIAL ENGINES1+ years Filed as: FINANACIAL ENGINES Service code 27 · EIN 77-0473565 | Advisory (Plan) | $2,816,090 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 27 · EIN 22-1211670 | Advisory (Plan) | $34,070 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $898 |
Filed as: FIDELITY INV INST CO, INC Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV INST OP CO, INC Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$16,526 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,866 | $46,516+30.8% | $147,618-58.8% | $69,651-12.6% |
| Participation rate | 85.9% | 65.8%+20.1pp | 84.6%+1.3pp | 66.6%+19.4pp |
| Annual return | 9.00% | 9.48%-0.5pp | 61.98%-53.0pp | 53.77%-44.8pp |
| Employer contribution / active EE | $1,275 | $1,393-8.5% | $5,564-77.1% | $2,241-43.1% |
| Participant deferral / active EE | $4,820 | $2,719+77.3% | $4,895-1.5% | $3,635+32.6% |
| Admin fee / account holder | $42 | $45-5.2% | $11,612-99.6% | $63-32.8% |