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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $56,591 |
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 | $119,939 | $52,967+126.4% | $172,757-30.6% | $65,188+84.0% |
| Participation rate | 99.2% | 66.2%+33.0pp | 82.6%+16.5pp | 70.2%+29.0pp |
| Annual return | 14.02% | 30.12%-16.1pp | 803.06%-789.0pp | 29.38%-15.4pp |
| Employer contribution / active EE | $1,772 | $2,190-19.1% | $5,144-65.6% | $2,177-18.6% |
| Participant deferral / active EE | $8,961 | $2,471+262.7% | $5,198+72.4% | $3,514+155.0% |
| Admin fee / account holder | $233 | $472-50.7% | $13,956-98.3% | $847-72.5% |