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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $7,199 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,436 | $37,213+67.8% | $156,551-60.1% | $63,975-2.4% |
| Participation rate | 62.5% | 65.0%-2.5pp | 84.0%-21.5pp | 71.1%-8.7pp |
| Annual return | 7.30% | 47.89%-40.6pp | 32.23%-24.9pp | 48.65%-41.3pp |
| Employer contribution / active EE | $1,086 | $1,357-20.0% | $5,501-80.3% | $2,182-50.2% |
| Participant deferral / active EE | $2,839 | $2,070+37.1% | $4,871-41.7% | $3,356-15.4% |
| Admin fee / account holder | $3 | $56-94.8% | $13,028-100.0% | $70-95.9% |