Filed April 12, 2008
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $40,014 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SRVS Service code 26 · EIN 34-1542819 | Advisory (Participants) | $25,000 |
Filed as: SMITH ELLIOTT KEARNS AND COMPANY Service code 10 · EIN 52-0783935 | Accounting | $16,000 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $900 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $180 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,682 | $65,960-29.2% | $81,882-43.0% | $77,762-40.0% |
| Participation rate | 87.0% | 65.8%+21.2pp | 72.4%+14.6pp | 70.6%+16.4pp |
| Annual return | 16.02% | 26.64%-10.6pp | 779.47%-763.5pp | 31.27%-15.2pp |
| Employer contribution / active EE | $1,180 | $2,375-50.3% | $2,916-59.5% | $2,728-56.7% |
| Participant deferral / active EE | $2,359 | $3,505-32.7% | $4,323-45.4% | $4,651-49.3% |
| Admin fee / account holder | $146 | $526-72.3% | $7,360-98.0% | $433-66.3% |