Filed April 17, 2002
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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $39,046 |
BAKER NEWMAN NOYES1+ years Filed as: BAKER NEWMAN & NOYES Service code 10 · EIN 01-0494526 | Accounting | $12,500 |
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 | $56,092 | $63,964-12.3% | $147,618-62.0% | $67,505-16.9% |
| Participation rate | 85.0% | 68.6%+16.4pp | 84.6%+0.3pp | 71.2%+13.7pp |
| Annual return | 3.61% | 9.05%-5.4pp | 61.98%-58.4pp | 6.52%-2.9pp |
| Employer contribution / active EE | $1,263 | $1,618-21.9% | $5,564-77.3% | $2,173-41.9% |
| Participant deferral / active EE | $3,922 | $2,589+51.5% | $4,895-19.9% | $3,597+9.0% |
| Admin fee / account holder | $7 | $43-84.0% | $11,612-99.9% | $56-87.8% |