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 CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $116,244 |
Filed as: WHISMAN GIORDANO AND ASSOCIATE LLC Service code 16 · EIN 20-3934956 | Consulting | $12,500 |
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 | $17,919 | $63,259-71.7% | $178,510-90.0% | $93,223-80.8% |
| Participation rate | 92.6% | 72.1%+20.5pp | 81.9%+10.7pp | 74.9%+17.7pp |
| Annual return | 14.05% | 19.93%-5.9pp | 151.13%-137.1pp | 19.29%-5.2pp |
| Employer contribution / active EE | $1,768 | $1,865-5.2% | $5,011-64.7% | $2,680-34.0% |
| Participant deferral / active EE | $0 | $3,372-100.0% | $5,202-100.0% | $4,563-100.0% |
| Admin fee / account holder | $14 | $58-75.0% | $13,988-99.9% | $79-81.7% |