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 CORPORATION4+ years Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-1140070 | Contract Administrator | $108,109 |
BAKER NEWMAN NOYES1 year Service code 10 · EIN 01-0494526 | Accounting | $28,500 |
FIDUCIARY INVESTMENT ADVISORS4+ years Service code 26 · EIN 20-4751585 | Advisory (Participants) | $9,600 |
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 | $15,253 | $45,382-66.4% | $154,110-90.1% | $75,289-79.7% |
| Participation rate | 73.1% | 65.9%+7.2pp | 83.0%-10.0pp | 72.4%+0.6pp |
| Annual return | -3.47% | -0.47%-3.0pp | 735.22%-738.7pp | -0.04%-3.4pp |
| Employer contribution / active EE | $837 | $1,533-45.4% | $5,298-84.2% | $2,405-65.2% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $37 | $89-58.1% | $13,412-99.7% | $102-63.5% |