Filed December 26, 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.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $89,467 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,175 | $50,919+16.2% | $155,556-62.0% | $77,762-23.9% |
| Participation rate | 56.9% | 63.1%-6.1pp | 78.2%-21.3pp | 70.6%-13.6pp |
| Annual return | 24.06% | 34.84%-10.8pp | 64.84%-40.8pp | 31.27%-7.2pp |
| Employer contribution / active EE | $1,176 | $1,991-40.9% | $4,675-74.8% | $2,728-56.9% |
| Participant deferral / active EE | $2,949 | $2,824+4.4% | $5,631-47.6% | $4,651-36.6% |
| Admin fee / account holder | $327 | $437-25.2% | $15,885-97.9% | $433-24.6% |