Filed October 2, 2014 (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 |
|---|---|---|
Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 13 · EIN 35-0472300 1300 S CLINTON ST · FORT WAYNE, IN 46802 | Contract Administrator | $46,988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,829 | $37,213+47.3% | $156,551-65.0% | $63,975-14.3% |
| Participation rate | 10.6% | 65.0%-54.4pp | 84.0%-73.5pp | 71.1%-60.6pp |
| Annual return | 7.55% | 47.89%-40.3pp | 32.23%-24.7pp | 48.65%-41.1pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $391 | $2,070-81.1% | $4,871-92.0% | $3,356-88.3% |
| Admin fee / account holder | $71 | $56+26.1% | $13,028-99.5% | $70+0.8% |