Filed January 7, 2003
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 Service code 13 · EIN 35-0472300 | Contract Administrator | $458,616 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $345,014 |
WILLIS TOWERS WATSON US LLC2 years Service code 16 · EIN 53-0181291 | Consulting | $160,485 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,862 | $68,110+175.8% | $155,556+20.8% | $99,313+89.2% |
| Participation rate | 99.9% | 67.8%+32.1pp | 78.2%+21.7pp | 71.7%+28.2pp |
| Annual return | 14.59% | 16.16%-1.6pp | 64.84%-50.2pp | 17.67%-3.1pp |
| Employer contribution / active EE | $2,971 | $2,291+29.7% | $4,675-36.5% | $3,264-9.0% |
| Participant deferral / active EE | $13,425 | $3,865+247.4% | $5,631+138.4% | $5,346+151.1% |
| Admin fee / account holder | $131 | $94+39.6% | $15,885-99.2% | $109+20.2% |