Filed October 27, 2004
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 Filed as: LINCOLN RETIREMENT SERVICE COMPANY Service code 64 · EIN 35-0472300 | Recordkeeping Fees | $25,967 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,909 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,096 | $55,470+17.4% | $155,556-58.2% | $74,478-12.6% |
| Participation rate | 89.3% | 61.9%+27.4pp | 78.2%+11.1pp | 67.2%+22.1pp |
| Annual return | 16.48% | 269.80%-253.3pp | 64.84%-48.4pp | 1370.56%-1354.1pp |
| Employer contribution / active EE | $5,193 | $2,267+129.1% | $4,675+11.1% | $2,626+97.7% |
| Participant deferral / active EE | $2,207 | $2,838-22.2% | $5,631-60.8% | $4,350-49.3% |
| Admin fee / account holder | $161 | $1,744-90.8% | $15,885-99.0% | $1,946-91.7% |