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 CORPORATION8+ years Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-1140070 | Contract Administrator | $136,538 |
BAKER NEWMAN NOYES5 years Service code 10 · EIN 01-0494526 | Accounting | $14,500 |
VERRILL DANA LLP8+ years Service code 16 · EIN 01-0176171 | Consulting | $13,642 |
FIDUCIENT ADVISORS LLC1 year Service code 26 · EIN 36-4001764 | Advisory (Participants) | $9,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,907 | $45,000-60.2% | $143,801-87.5% | $77,906-77.0% |
| Participation rate | 68.0% | 66.8%+1.1pp | 80.3%-12.4pp | 73.7%-5.7pp |
| Annual return | -14.12% | 29.03%-43.1pp | -0.04%-14.1pp | 12.16%-26.3pp |
| Employer contribution / active EE | $966 | $1,870-48.3% | $4,952-80.5% | $2,846-66.1% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,639-100.0% | $4,805-100.0% |
| Admin fee / account holder | $44 | $98-55.1% | $14,680-99.7% | $133-66.7% |