Filed December 2, 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 | $53,381 |
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 | $55,576 | $53,684+3.5% | $170,435-67.4% | $80,976-31.4% |
| Participation rate | 94.6% | 69.2%+25.4pp | 83.6%+11.0pp | 68.3%+26.3pp |
| Annual return | 57.43% | 25.97%+31.5pp | 205.94%-148.5pp | 22.91%+34.5pp |
| Employer contribution / active EE | $1,546 | $1,642-5.8% | $5,432-71.5% | $2,402-35.6% |
| Participant deferral / active EE | $3,934 | $3,017+30.4% | $4,939-20.4% | $3,848+2.2% |
| Admin fee / account holder | $3 | $46-92.8% | $13,881-100.0% | $67-95.1% |