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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $13,643 |
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 | $89,560 | $56,551+58.4% | $185,854-51.8% | $86,828+3.1% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 13.33% | 118.23%-104.9pp | 122.12%-108.8pp | 97.95%-84.6pp |
| Employer contribution / active EE | $0 | $1,845-100.0% | $5,169-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $2,556-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $16 | $150-89.1% | $16,246-99.9% | $170-90.4% |