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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,683 |
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 | $23,519 | $50,169-53.1% | $149,740-84.3% | $80,187-70.7% |
| Participation rate | 9.8% | 64.3%-54.5pp | 78.8%-69.0pp | 72.9%-63.2pp |
| Annual return | 18.48% | 29.82%-11.3pp | 134.51%-116.0pp | 40.40%-21.9pp |
| Employer contribution / active EE | $0 | $1,869-100.0% | $4,821-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $541 | $3,194-83.1% | $5,683-90.5% | $5,016-89.2% |
| Admin fee / account holder | $5 | $153-97.0% | $13,222-100.0% | $145-96.9% |