Filed May 13, 2005
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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $143,600 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $52,809 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,351 | $44,989-39.2% | $170,435-84.0% | $77,958-64.9% |
| Participation rate | 79.7% | 64.6%+15.1pp | 83.6%-3.9pp | 71.6%+8.1pp |
| Annual return | 13.01% | 19.61%-6.6pp | 205.94%-192.9pp | 20.87%-7.9pp |
| Employer contribution / active EE | $432 | $1,466-70.5% | $5,432-92.0% | $2,310-81.3% |
| Participant deferral / active EE | $2,488 | $2,208+12.7% | $4,939-49.6% | $3,537-29.6% |
| Admin fee / account holder | $100 | $69+44.8% | $13,881-99.3% | $97+2.5% |