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 CORPORATION6+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $133,899 |
DIMEO SCHNEIDER & ASSOCIATES LLC6+ years Filed as: FIDUCIARY INVESTMENT ADVIOSRS Service code 26 · EIN 20-4751585 | Advisory (Participants) | $28,080 |
BAKER NEWMAN NOYES3 years Service code 10 · EIN 01-0494526 | Accounting | $14,250 |
VERRILL DANA LLP6+ years Service code 26 · EIN 01-0176171 | Advisory (Participants) | $1,196 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,523 | $56,095+31.1% | $178,510-58.8% | $90,274-18.6% |
| Participation rate | 73.8% | 65.6%+8.3pp | 81.9%-8.1pp | 73.4%+0.5pp |
| Annual return | 14.83% | 28.81%-14.0pp | 151.13%-136.3pp | 53.97%-39.1pp |
| Employer contribution / active EE | $683 | $1,572-56.6% | $5,011-86.4% | $2,523-72.9% |
| Participant deferral / active EE | $3,238 | $2,669+21.3% | $5,202-37.8% | $4,231-23.5% |
| Admin fee / account holder | $39 | $101-61.0% | $13,988-99.7% | $114-65.6% |