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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $11,237 |
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 | $21,453 | $45,382-52.7% | $154,110-86.1% | $75,289-71.5% |
| Participation rate | 6.2% | 65.9%-59.7pp | 83.0%-76.9pp | 72.4%-66.3pp |
| Annual return | -1.37% | -0.47%-0.9pp | 735.22%-736.6pp | -0.04%-1.3pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $226 | $2,384-90.5% | $5,081-95.6% | $3,739-94.0% |
| Admin fee / account holder | $40 | $89-55.7% | $13,412-99.7% | $102-61.3% |