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.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-1140070 | Contract Administrator | $135,750 |
BAKER NEWMAN NOYES6 years Service code 10 · EIN 01-0494526 | Accounting | $15,000 |
FIDUCIENT ADVISORS LLC2 years Service code 26 · EIN 36-4001764 | Advisory (Participants) | $12,000 |
VERRILL DANA LLP9+ years Service code 29 · EIN 01-0176171 | Legal | $8,069 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,632 | $50,127-60.8% | $149,673-86.9% | $80,160-75.5% |
| Participation rate | 68.1% | 64.3%+3.8pp | 78.8%-10.7pp | 72.9%-4.9pp |
| Annual return | 14.77% | 29.82%-15.0pp | 134.42%-119.6pp | 40.38%-25.6pp |
| Employer contribution / active EE | $965 | $1,865-48.3% | $4,818-80.0% | $2,978-67.6% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,680-100.0% | $5,017-100.0% |
| Admin fee / account holder | $42 | $153-72.3% | $13,210-99.7% | $145-70.9% |