Filed November 26, 1997 (most recent of 3 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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $14,324 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,791 | $52,303+52.6% | $178,510-55.3% | $73,415+8.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 10.11% | 34.76%-24.7pp | 151.13%-141.0pp | 59.30%-49.2pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $2,334-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $16 | $127-87.1% | $13,988-99.9% | $158-89.6% |