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 CORPORATION3+ years Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-1140070 | Contract Administrator | $96,330 |
FIDUCIARY INVESTMENT ADVISORS3+ years Service code 26 · EIN 20-4751585 | Advisory (Participants) | $9,600 |
VERRILL DANA LLP3+ years Service code 29 · EIN 01-0176171 | Legal | $2,435 |
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 | $16,638 | $44,989-63.0% | $170,435-90.2% | $77,958-78.7% |
| Participation rate | 75.3% | 64.6%+10.7pp | 83.6%-8.3pp | 71.6%+3.7pp |
| Annual return | 11.94% | 19.61%-7.7pp | 205.94%-194.0pp | 20.87%-8.9pp |
| Employer contribution / active EE | $818 | $1,466-44.2% | $5,432-84.9% | $2,310-64.6% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $28 | $69-59.3% | $13,881-99.8% | $97-71.2% |