Filed September 12, 2002
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.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 8801 INDIAN HILLS DRIVE · OMAHA, NE 681144066 | Contract Administrator | $1,863 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,976 | $52,467+33.4% | $57,196+22.3% | $55,167+26.8% |
| Participation rate | 96.8% | 75.8%+21.0pp | 75.3%+21.5pp | 69.0%+27.8pp |
| Annual return | 0.40% | 7.72%-7.3pp | 14.59%-14.2pp | 169.23%-168.8pp |
| Employer contribution / active EE | $1,919 | $2,477-22.5% | $2,683-28.5% | $1,963-2.2% |
| Participant deferral / active EE | $3,946 | $2,830+39.4% | $3,096+27.4% | $3,054+29.2% |
| Admin fee / account holder | $7 | $269-97.4% | $3,141-99.8% | $504-98.6% |