Filed August 27, 2013 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,690 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FIN NET LLC Service code 27 · EIN 48-1305000 | Advisory (Plan) | $7,270 |
URPC1 year Filed as: URPC - DUBLIN OH Service code 13 · EIN 25-1759623 PO BOX 734602 · CHICAGO, IL 606734602 | Contract Administrator | $1,419 |
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,010 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,672 | $65,092-62.1% | $143,799-82.8% | $66,938-63.1% |
| Participation rate | 72.0% | 65.2%+6.8pp | 80.3%-8.3pp | 69.8%+2.2pp |
| Annual return | -12.42% | -11.14%-1.3pp | -0.04%-12.4pp | 1.58%-14.0pp |
| Employer contribution / active EE | $2,212 | $2,362-6.3% | $4,952-55.3% | $2,545-13.1% |
| Participant deferral / active EE | $1,205 | $2,920-58.7% | $5,638-78.6% | $4,238-71.6% |
| Admin fee / account holder | $120 | $502-76.0% | $14,677-99.2% | $594-79.7% |