Filed October 24, 2011
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 CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $18,261 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,685 | $50,919+421.8% | $155,556+70.8% | $77,762+241.7% |
| Participation rate | 77.0% | 63.1%+13.9pp | 78.2%-1.3pp | 70.6%+6.4pp |
| Annual return | 16.33% | 34.84%-18.5pp | 64.84%-48.5pp | 31.27%-14.9pp |
| Employer contribution / active EE | $27,623 | $1,991+1287.1% | $4,675+490.8% | $2,728+912.6% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $43 | $437-90.2% | $15,885-99.7% | $433-90.1% |