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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,559,764 |
CAPFINANCIAL PARTNERS LLC4 years Service code 17 · EIN 26-0058143 | Pension Consulting | $95,000 |
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 | $62,961 | $83,057-24.2% | $143,801-56.2% | $89,433-29.6% |
| Participation rate | 96.8% | 74.0%+22.8pp | 80.3%+16.5pp | 71.3%+25.6pp |
| Annual return | -13.24% | -13.97%+0.7pp | -0.04%-13.2pp | -11.88%-1.4pp |
| Employer contribution / active EE | $2,375 | $2,095+13.4% | $4,952-52.0% | $3,021-21.4% |
| Participant deferral / active EE | $5,315 | $4,281+24.2% | $5,639-5.7% | $5,125+3.7% |
| Admin fee / account holder | $59 | $83-29.4% | $14,680-99.6% | $79-26.2% |