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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,089 |
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 | $27,521 | $68,110-59.6% | $155,556-82.3% | $99,313-72.3% |
| Participation rate | 9.6% | 67.8%-58.2pp | 78.2%-68.7pp | 71.7%-62.1pp |
| Annual return | 13.01% | 16.16%-3.1pp | 64.84%-51.8pp | 17.67%-4.7pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $4,675-100.0% | $3,264-100.0% |
| Participant deferral / active EE | $580 | $3,865-85.0% | $5,631-89.7% | $5,346-89.1% |
| Admin fee / account holder | $29 | $94-69.2% | $15,885-99.8% | $109-73.5% |