Filed October 18, 2004 (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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $73,756 |
Annual investment return 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 | $104,821 | $55,453+89.0% | $170,435-38.5% | $62,293+68.3% |
| Participation rate | 98.8% | 66.4%+32.5pp | 83.6%+15.2pp | 69.5%+29.3pp |
| Annual return | 11.11% | 21.38%-10.3pp | 205.94%-194.8pp | 28.90%-17.8pp |
| Employer contribution / active EE | $1,591 | $2,164-26.5% | $5,432-70.7% | $2,042-22.1% |
| Participant deferral / active EE | $8,077 | $2,303+250.8% | $4,939+63.5% | $3,169+154.9% |
| Admin fee / account holder | $240 | $455-47.2% | $13,881-98.3% | $479-49.9% |