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 CORPORATION10+ years Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-1140070 | Contract Administrator | $133,993 |
BAKER NEWMAN NOYES7 years Service code 10 · EIN 01-0494526 | Accounting | $15,750 |
FIDUCIENT ADVISORS LLC3 years 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.
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 | $20,952 | $53,204-60.6% | $155,556-86.5% | $200,096-89.5% |
| Participation rate | 68.7% | 64.1%+4.6pp | 78.2%-9.5pp | 72.0%-3.3pp |
| Annual return | 11.71% | 41.02%-29.3pp | 64.84%-53.1pp | 34.26%-22.6pp |
| Employer contribution / active EE | $1,019 | $1,850-44.9% | $4,675-78.2% | $3,038-66.5% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,631-100.0% | $5,090-100.0% |
| Admin fee / account holder | $39 | $186-79.1% | $15,885-99.8% | $269-85.6% |