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 NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $185,639 |
FIDUCIENT ADVISORS LLC3 years Service code 26 · EIN 36-4001764 | Advisory (Participants) | $37,440 |
BAKER NEWMAN NOYES7 years Service code 10 · EIN 01-0494526 | Accounting | $15,750 |
VERRILL DANA LLP10+ years Service code 29 · EIN 01-0176171 | Legal | $11,303 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,483 | $53,204+34.4% | $155,556-54.0% | $200,096-64.3% |
| Participation rate | 91.2% | 64.1%+27.1pp | 78.2%+13.0pp | 72.0%+19.2pp |
| Annual return | 13.68% | 41.02%-27.3pp | 64.84%-51.2pp | 34.26%-20.6pp |
| Employer contribution / active EE | $896 | $1,850-51.6% | $4,675-80.8% | $3,038-70.5% |
| Participant deferral / active EE | $4,216 | $3,163+33.3% | $5,631-25.1% | $5,090-17.2% |
| Admin fee / account holder | $43 | $186-76.8% | $15,885-99.7% | $269-84.0% |