Filed January 12, 2003
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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $76,796 |
Service code 27 · EIN 94-3428956 | Advisory (Plan) | $7,874 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,909 | $50,820-3.8% | $155,567-68.6% | $77,671-37.0% |
| Participation rate | 53.6% | 63.1%-9.5pp | 78.2%-24.6pp | 70.6%-17.0pp |
| Annual return | 14.63% | 34.85%-20.2pp | 64.74%-50.1pp | 31.21%-16.6pp |
| Employer contribution / active EE | $1,196 | $1,993-40.0% | $4,674-74.4% | $2,726-56.1% |
| Participant deferral / active EE | $2,286 | $2,823-19.0% | $5,628-59.4% | $4,648-50.8% |
| Admin fee / account holder | $333 | $436-23.5% | $15,916-97.9% | $430-22.5% |