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 CORPORATION4+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $120,652 |
DIMEO SCHNEIDER & ASSOCIATES LLC4+ years Filed as: FIDUCIARY INVESTMENT ADVIOSRS Service code 26 · EIN 20-4751585 | Advisory (Participants) | $37,440 |
BAKER NEWMAN NOYES1 year Service code 10 · EIN 01-0494526 | Accounting | $14,250 |
VERRILL DANA LLP4+ years Service code 26 · EIN 01-0176171 | Advisory (Participants) | $1,365 |
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 | $56,457 | $45,382+24.4% | $154,110-63.4% | $75,289-25.0% |
| Participation rate | 75.2% | 65.9%+9.3pp | 83.0%-7.9pp | 72.4%+2.8pp |
| Annual return | -3.17% | -0.47%-2.7pp | 735.22%-738.4pp | -0.04%-3.1pp |
| Employer contribution / active EE | $660 | $1,533-57.0% | $5,298-87.5% | $2,405-72.6% |
| Participant deferral / active EE | $3,087 | $2,384+29.5% | $5,081-39.2% | $3,739-17.4% |
| Admin fee / account holder | $39 | $89-55.8% | $13,412-99.7% | $102-61.5% |