Filed December 19, 2002
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 CORPORATION10+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 13 · EIN 35-1140070 | Contract Administrator | $73,595 |
ASI, LLC10+ years Service code 17 · EIN 93-1238515 | Pension Consulting | $38,290 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,760 | $58,911+88.0% | $129,384-14.4% | $77,736+42.5% |
| Participation rate | 72.7% | 59.4%+13.3pp | 69.6%+3.1pp | 70.6%+2.1pp |
| Annual return | 10.09% | 24.75%-14.7pp | 9461.77%-9451.7pp | 31.26%-21.2pp |
| Employer contribution / active EE | $2,975 | $1,955+52.2% | $4,153-28.4% | $2,728+9.1% |
| Participant deferral / active EE | $5,516 | $3,220+71.3% | $4,166+32.4% | $4,651+18.6% |
| Admin fee / account holder | $234 | $592-60.4% | $7,686-97.0% | $433-46.0% |