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 CORPORATION7+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 27 1300 S CLINTON ST 1H-50 · FORT WAYNE, IN 46802 | Advisory (Plan) | $52,500 |
MOSS ADAMS LLP5 years Service code 10 PO BOX 101822 · PASADENA, CA 911891822 | Accounting | $14,910 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,913 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $25 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,450 | $86,225+37.4% | $146,665-19.2% | $86,799+36.5% |
| Participation rate | 98.1% | 78.0%+20.1pp | 80.1%+18.0pp | 72.3%+25.8pp |
| Annual return | 13.71% | 31.23%-17.5pp | 22.74%-9.0pp | 97.91%-84.2pp |
| Employer contribution / active EE | $2,052 | $2,392-14.2% | $4,136-50.4% | $2,405-14.7% |
| Participant deferral / active EE | $7,550 | $4,245+77.9% | $5,506+37.1% | $4,131+82.8% |
| Admin fee / account holder | $117 | $195-40.1% | $10,280-98.9% | $170-31.0% |