Filed March 8, 2002 (most recent of 6 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.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $81,406 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $30,235 | $46,516-35.0% | $147,618-79.5% | $69,651-56.6% |
| Participation rate | 81.6% | 65.8%+15.8pp | 84.6%-3.0pp | 66.6%+15.1pp |
| Annual return | 1.57% | 9.48%-7.9pp | 61.98%-60.4pp | 53.77%-52.2pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $5,564-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,286 | $2,719+20.8% | $4,895-32.9% | $3,635-9.6% |
| Admin fee / account holder | $0 | $45-98.9% | $11,612-100.0% | $63-99.3% |