Filed August 28, 2009 (most recent of 4 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 Service code 13 · EIN 35-1140070 | Contract Administrator | $77,556 |
Service code 16 · EIN 81-0701292 | Consulting | $36,136 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,865 | $68,062-0.3% | $185,854-63.5% | $106,520-36.3% |
| Participation rate | 66.1% | 75.2%-9.1pp | 81.7%-15.6pp | 71.3%-5.2pp |
| Annual return | 17.16% | 18.20%-1.0pp | 122.12%-105.0pp | 19.28%-2.1pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $5,169-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $3,981 | $3,990-0.2% | $5,569-28.5% | $4,948-19.5% |
| Admin fee / account holder | $11 | $53-79.6% | $16,246-99.9% | $75-85.6% |