Filed June 17, 2002
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $92,809 |
FRANCZEK RADELET P.C.1 year Filed as: FRANCZEK RADELET ATTORNEYS Service code 29 · EIN 36-3924177 | Legal | $19,643 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,186 | $43,110-71.7% | $156,551-92.2% | $65,292-81.3% |
| Participation rate | 93.7% | 69.3%+24.4pp | 84.0%+9.7pp | 72.4%+21.3pp |
| Annual return | 8.31% | 11.24%-2.9pp | 32.23%-23.9pp | 11.84%-3.5pp |
| Employer contribution / active EE | $3,971 | $1,702+133.4% | $5,501-27.8% | $2,302+72.5% |
| Participant deferral / active EE | $0 | $2,520-100.0% | $4,871-100.0% | $3,579-100.0% |
| Admin fee / account holder | $19 | $47-60.3% | $13,028-99.9% | $57-67.3% |