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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 13 · EIN 35-0472300 1300 S CLINTON ST · FORT WAYNE, IN 46802 | Contract Administrator | $14,583 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $44,989-100.0% | $170,435-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 64.6%-64.6pp | 83.6%-83.6pp | 71.6%-71.6pp |
| Annual return | 7.02% | 19.61%-12.6pp | 205.94%-198.9pp | 20.87%-13.8pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $69-100.0% | $13,881-100.0% | $97-100.0% |