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 ENGINES2+ years Filed as: FINANACIAL ENGINES Service code 27 · EIN 77-0473565 | Advisory (Plan) | $3,318,775 |
Filed as: FIDELITY INV INST OP CO, INC Service code 60 · EIN 04-2647786 | Sub-TA Fees | $21,327 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,167 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 27 · EIN 22-1211670 | Advisory (Plan) | $55 |
Filed as: FIDELITY INV INST CO, INC Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV OP CO, INC Service code 60 | Sub-TA Fees | $0 |
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 | $66,241 | $49,270+34.4% | $156,551-57.7% | $329,111-79.9% |
| Participation rate | 88.2% | 68.1%+20.1pp | 84.0%+4.2pp | 67.9%+20.3pp |
| Annual return | 9.29% | 23.25%-14.0pp | 32.23%-22.9pp | 16.35%-7.1pp |
| Employer contribution / active EE | $1,329 | $1,534-13.4% | $5,501-75.8% | $2,303-42.3% |
| Participant deferral / active EE | $5,045 | $2,920+72.8% | $4,871+3.6% | $3,682+37.0% |
| Admin fee / account holder | $47 | $51-7.2% | $13,028-99.6% | $754-93.8% |