Filed June 1, 2006 (most recent of 2 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 |
|---|---|---|
FID INV INST OPS CO3+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,457,527 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN RETIREMENT SERVICES CO.,LLC Service code 15 · EIN 35-2134263 | Recordkeeping | $6,682 |
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 | $43,862 | $53,684-18.3% | $170,435-74.3% | $80,976-45.8% |
| Participation rate | 79.6% | 69.2%+10.4pp | 83.6%-4.0pp | 68.3%+11.3pp |
| Annual return | 17.73% | 25.97%-8.2pp | 205.94%-188.2pp | 22.91%-5.2pp |
| Employer contribution / active EE | $0 | $1,642-100.0% | $5,432-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $0 | $3,017-100.0% | $4,939-100.0% | $3,848-100.0% |
| Admin fee / account holder | $29 | $46-37.9% | $13,881-99.8% | $67-57.3% |