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 CORPORATION7+ years Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-1140070 | Contract Administrator | $137,442 |
BAKER NEWMAN NOYES4 years Service code 10 · EIN 01-0494526 | Accounting | $14,250 |
FIDUCIARY INVESTMENT ADVISORS7+ years Service code 26 · EIN 20-4751585 | Advisory (Participants) | $12,000 |
VERRILL DANA LLP7+ years Service code 16 · EIN 01-0176171 | Consulting | $8,647 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,003 | $67,512-70.4% | $185,854-89.2% | $93,010-78.5% |
| Participation rate | 74.9% | 67.1%+7.8pp | 81.7%-6.8pp | 73.9%+1.0pp |
| Annual return | 12.33% | 21.04%-8.7pp | 122.12%-109.8pp | 158.70%-146.4pp |
| Employer contribution / active EE | $1,003 | $1,783-43.8% | $5,169-80.6% | $2,705-62.9% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,569-100.0% | $4,561-100.0% |
| Admin fee / account holder | $41 | $318-87.2% | $16,246-99.7% | $152-73.1% |