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 CORPORATION2+ years Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-1140070 | Contract Administrator | $83,901 |
BAKER NEWMAN NOYES2+ years Filed as: BAKER NEWMAN AND NOYES Service code 10 · EIN 01-0494526 | Accounting | $14,250 |
FIDUCIARY INVESTMENT ADVISORS2+ years Service code 26 · EIN 20-4751585 | Advisory (Participants) | $7,200 |
VERRILL DANA LLP2+ years Service code 29 · EIN 01-0176171 | Legal | $2,783 |
Annual investment return 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 | $15,576 | $37,213-58.1% | $156,551-90.1% | $63,975-75.7% |
| Participation rate | 73.1% | 65.0%+8.1pp | 84.0%-10.9pp | 71.1%+2.0pp |
| Annual return | 4.89% | 47.89%-43.0pp | 32.23%-27.3pp | 48.65%-43.8pp |
| Employer contribution / active EE | $778 | $1,357-42.6% | $5,501-85.9% | $2,182-64.3% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $29 | $56-48.7% | $13,028-99.8% | $70-59.0% |