Filed July 13, 2010 (most recent of 2 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 35-1140070 | Contract Administrator | $227,379 |
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 | $20,555 | $37,039-44.5% | $147,618-86.1% | $59,188-65.3% |
| Participation rate | 73.6% | 63.8%+9.8pp | 84.6%-11.0pp | 69.4%+4.2pp |
| Annual return | -2.30% | 7.19%-9.5pp | 61.98%-64.3pp | 5.51%-7.8pp |
| Employer contribution / active EE | $1,430 | $1,353+5.7% | $5,564-74.3% | $2,098-31.8% |
| Participant deferral / active EE | $0 | $2,094-100.0% | $4,895-100.0% | $3,265-100.0% |
| Admin fee / account holder | $134 | $60+122.5% | $11,612-98.8% | $92+45.3% |