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 CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $217,931 |
Service code 10 · EIN 83-0414789 | Accounting | $24,850 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $13,447 |
Filed as: WHISMAN GIORDANO AND ASSOCIATE LLC Service code 16 · EIN 20-3934956 | Consulting | $10,500 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $6,559 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,817 | $59,312-63.2% | $149,740-85.4% | $103,657-79.0% |
| Participation rate | 94.5% | 70.3%+24.2pp | 78.8%+15.7pp | 73.4%+21.1pp |
| Annual return | 12.79% | 78.03%-65.2pp | 134.51%-121.7pp | 33.13%-20.3pp |
| Employer contribution / active EE | $3,354 | $2,187+53.4% | $4,821-30.4% | $3,216+4.3% |
| Participant deferral / active EE | $0 | $3,719-100.0% | $5,683-100.0% | $5,218-100.0% |
| Admin fee / account holder | $24 | $103-76.6% | $13,222-99.8% | $114-79.0% |