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 CORPORATION1+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $52,773 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: FIDUCIARY INVESTMENT ADVIOSRS Service code 26 · EIN 20-4751585 | Advisory (Participants) | $46,800 |
BAKER NEWMAN NOYES1+ years Filed as: BAKER, NEWMAN & NOYES Service code 10 · EIN 01-0494526 | Accounting | $14,100 |
VERRILL DANA LLP1+ years Service code 26 · EIN 01-0176171 | Advisory (Participants) | $3,816 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,009 | $37,039+43.1% | $147,618-64.1% | $59,188-10.4% |
| Participation rate | 69.5% | 63.8%+5.7pp | 84.6%-15.2pp | 69.4%0pp |
| Annual return | 1.42% | 7.19%-5.8pp | 61.98%-60.6pp | 5.51%-4.1pp |
| Employer contribution / active EE | $583 | $1,353-56.9% | $5,564-89.5% | $2,098-72.2% |
| Participant deferral / active EE | $2,879 | $2,094+37.5% | $4,895-41.2% | $3,265-11.8% |
| Admin fee / account holder | $30 | $60-50.8% | $11,612-99.7% | $92-67.9% |