Filed January 5, 2010 (most recent of 3 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.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-1140070 | Contract Administrator | $43,589 |
BAKER NEWMAN NOYES1+ years Filed as: BAKER NEWMAN AND NOYES Service code 10 · EIN 01-0494526 | Accounting | $22,341 |
FIDUCIARY INVESTMENT ADVISORS1+ years Service code 26 · EIN 20-4751585 | Advisory (Participants) | $12,000 |
VERRILL DANA LLP1+ years Service code 29 · EIN 01-0176171 | Legal | $9,494 |
Participant 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 | $15,463 | $37,039-58.3% | $147,618-89.5% | $59,188-73.9% |
| Participation rate | 70.4% | 63.8%+6.7pp | 84.6%-14.2pp | 69.4%+1.0pp |
| Annual return | 0.66% | 7.19%-6.5pp | 61.98%-61.3pp | 5.51%-4.8pp |
| Employer contribution / active EE | $1,182 | $1,353-12.6% | $5,564-78.8% | $2,098-43.7% |
| Participant deferral / active EE | $0 | $2,094-100.0% | $4,895-100.0% | $3,265-100.0% |
| Admin fee / account holder | $24 | $60-59.6% | $11,612-99.8% | $92-73.6% |