Filed December 2, 2011 (most recent of 4 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.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $98,053 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,894 |
Service code 10 · EIN 54-1670018 | Accounting | $11,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $127,974 | $101,523+26.1% | $141,200-9.4% | $77,775+64.5% |
| Participation rate | 97.5% | 77.4%+20.1pp | 82.5%+15.0pp | 73.2%+24.3pp |
| Annual return | 25.61% | 56.22%-30.6pp | 71.41%-45.8pp | 32.58%-7.0pp |
| Employer contribution / active EE | $6,188 | $3,341+85.2% | $4,736+30.6% | $2,504+147.1% |
| Participant deferral / active EE | $10,864 | $6,434+68.9% | $6,710+61.9% | $3,966+173.9% |
| Admin fee / account holder | $17 | $92-81.0% | $10,265-99.8% | $100-82.6% |