Filed June 8, 2009 (most recent of 3 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $28,615 |
Filed as: ARTHUR J GALLAGHER & CO Service code 26 · EIN 36-4291971 2850 GOLF ROAD · ROLLING MEADOWS, IL 60008 | Advisory (Participants) | $9,566 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,332 | $122,042-45.6% | $184,260-64.0% | $74,459-10.9% |
| Participation rate | 86.5% | 85.5%+1.1pp | 86.8%-0.3pp | 67.2%+19.3pp |
| Annual return | 12.50% | 19.91%-7.4pp | 28.84%-16.3pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $167 | $1,252-86.6% | $13,898-98.8% | $1,945-91.4% |