Filed May 28, 1996
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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $105,074 |
Filed as: WHISMAN GIORDANO AND ASSOCIATE LLC Service code 16 · EIN 20-3934956 | Consulting | $24,238 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN RETIREMENT SERVICES Service code 16 · EIN 35-0472300 | Consulting | $10,442 |
Filed as: CAMMACK LARHETTE Service code 16 · EIN 20-4668732 | Consulting | $4,079 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,346 | $48,835-66.5% | $170,435-90.4% | $177,276-90.8% |
| Participation rate | 78.7% | 72.1%+6.6pp | 83.6%-4.9pp | 74.8%+3.9pp |
| Annual return | 14.01% | 19.44%-5.4pp | 205.94%-191.9pp | 21.25%-7.2pp |
| Employer contribution / active EE | $2,419 | $1,798+34.5% | $5,432-55.5% | $2,479-2.4% |
| Participant deferral / active EE | $0 | $2,757-100.0% | $4,939-100.0% | $3,881-100.0% |
| Admin fee / account holder | $23 | $52-55.7% | $13,881-99.8% | $154-85.0% |