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 | $6,848 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,286 | $37,039+92.5% | $147,618-51.7% | $59,188+20.4% |
| Participation rate | 54.7% | 63.8%-9.0pp | 84.6%-29.9pp | 69.4%-14.7pp |
| Annual return | 0.03% | 7.19%-7.2pp | 61.98%-62.0pp | 5.51%-5.5pp |
| Employer contribution / active EE | $1,087 | $1,353-19.7% | $5,564-80.5% | $2,098-48.2% |
| Participant deferral / active EE | $2,798 | $2,094+33.6% | $4,895-42.8% | $3,265-14.3% |
| Admin fee / account holder | $6 | $60-90.1% | $11,612-99.9% | $92-93.5% |