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 | $13,185 |
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 | $25,476 | $44,989-43.4% | $170,435-85.1% | $77,958-67.3% |
| Participation rate | 5.8% | 64.6%-58.8pp | 83.6%-77.8pp | 71.6%-65.9pp |
| Annual return | 16.95% | 19.61%-2.7pp | 205.94%-189.0pp | 20.87%-3.9pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $183 | $2,208-91.7% | $4,939-96.3% | $3,537-94.8% |
| Admin fee / account holder | $54 | $69-21.3% | $13,881-99.6% | $97-44.3% |