Filed November 5, 2009 (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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 1300 S CLINTON ST #150 · FT WAYNE, IN 46802 | Other Commissions | $29,553 |
JOHNSTON, GREMAUX & ROSSI, LLP2+ years Service code 10 333 CIVIC DRIVE · PLEASANT HILL, CA 94523 | Accounting | $12,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,800 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $90,625 | $107,378-15.6% | $108,582-16.5% | $57,658+57.2% |
| Participation rate | 95.7% | 77.1%+18.6pp | 79.6%+16.1pp | 70.2%+25.4pp |
| Annual return | 8.09% | 12.80%-4.7pp | -51.70%+59.8pp | 5.13%+3.0pp |
| Employer contribution / active EE | $0 | $1,782-100.0% | $3,758-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $5,491 | $3,221+70.5% | $4,311+27.4% | $3,061+79.4% |
| Admin fee / account holder | $61 | $108-43.7% | $7,645-99.2% | $95-35.4% |