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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $14,581 |
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 | $27,361 | $56,095-51.2% | $178,510-84.7% | $90,274-69.7% |
| Participation rate | 7.5% | 65.6%-58.1pp | 81.9%-74.5pp | 73.4%-65.9pp |
| Annual return | 20.81% | 28.81%-8.0pp | 151.13%-130.3pp | 53.97%-33.2pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $299 | $2,669-88.8% | $5,202-94.3% | $4,231-92.9% |
| Admin fee / account holder | $38 | $101-62.1% | $13,988-99.7% | $114-66.5% |