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 | $14,228 |
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 | $24,509 | $47,456-48.4% | $172,757-85.8% | $77,775-68.5% |
| Participation rate | 6.7% | 66.3%-59.6pp | 82.6%-75.9pp | 73.2%-66.5pp |
| Annual return | 19.34% | 35.57%-16.2pp | 803.06%-783.7pp | 32.58%-13.2pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $305 | $2,560-88.1% | $5,198-94.1% | $3,966-92.3% |
| Admin fee / account holder | $43 | $81-47.2% | $13,956-99.7% | $100-57.3% |