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 CORPORATION2+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $84,750 |
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Filed as: FIDUCIARY INVESTMENT ADVIOSRS Service code 26 · EIN 20-4751585 | Advisory (Participants) | $28,080 |
BAKER NEWMAN NOYES2+ years Filed as: BAKER, NEWMAN & NOYES Service code 10 · EIN 01-0494526 | Accounting | $14,250 |
VERRILL DANA LLP2+ years Service code 26 · EIN 01-0176171 | Advisory (Participants) | $3,053 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,857 | $37,213+12.5% | $156,551-73.3% | $63,975-34.6% |
| Participation rate | 98.1% | 65.0%+33.1pp | 84.0%+14.1pp | 71.1%+27.0pp |
| Annual return | 7.75% | 47.89%-40.1pp | 32.23%-24.5pp | 48.65%-40.9pp |
| Employer contribution / active EE | $610 | $1,357-55.1% | $5,501-88.9% | $2,182-72.1% |
| Participant deferral / active EE | $2,792 | $2,070+34.9% | $4,871-42.7% | $3,356-16.8% |
| Admin fee / account holder | $24 | $56-57.5% | $13,028-99.8% | $70-66.0% |