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 CORPORATION7+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $155,418 |
DIMEO SCHNEIDER & ASSOCIATES LLC7+ years Filed as: FIDUCIARY INVESTMENT ADVIOSRS Service code 26 · EIN 20-4751585 | Advisory (Participants) | $46,800 |
BAKER NEWMAN NOYES4 years Service code 10 · EIN 01-0494526 | Accounting | $14,250 |
VERRILL DANA LLP7+ years Service code 26 · EIN 01-0176171 | Advisory (Participants) | $12,160 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,845 | $67,512+19.7% | $185,854-56.5% | $93,010-13.1% |
| Participation rate | 74.5% | 67.1%+7.4pp | 81.7%-7.2pp | 73.9%+0.6pp |
| Annual return | 13.76% | 21.04%-7.3pp | 122.12%-108.4pp | 158.70%-144.9pp |
| Employer contribution / active EE | $771 | $1,783-56.8% | $5,169-85.1% | $2,705-71.5% |
| Participant deferral / active EE | $3,627 | $3,035+19.5% | $5,569-34.9% | $4,561-20.5% |
| Admin fee / account holder | $49 | $318-84.5% | $16,246-99.7% | $152-67.6% |