Filed August 13, 2002 (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.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $132,543 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $73,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,794 | $53,204+6.7% | $155,556-63.5% | $200,096-71.6% |
| Participation rate | 47.2% | 64.1%-16.9pp | 78.2%-31.0pp | 72.0%-24.8pp |
| Annual return | 8.25% | 41.02%-32.8pp | 64.84%-56.6pp | 34.26%-26.0pp |
| Employer contribution / active EE | $461 | $1,850-75.1% | $4,675-90.1% | $3,038-84.8% |
| Participant deferral / active EE | $3,189 | $3,163+0.8% | $5,631-43.4% | $5,090-37.3% |
| Admin fee / account holder | $246 | $186+32.4% | $15,885-98.5% | $269-8.7% |