Filed November 11, 2002 (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.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $628,572 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $88,971 | $73,283+21.4% | $155,556-42.8% | $106,553-16.5% |
| Participation rate | 34.0% | 73.3%-39.2pp | 78.2%-44.2pp | 69.8%-35.8pp |
| Annual return | 12.66% | 15.76%-3.1pp | 64.84%-52.2pp | 17.37%-4.7pp |
| Employer contribution / active EE | $0 | $2,241-100.0% | $4,675-100.0% | $3,359-100.0% |
| Participant deferral / active EE | $3,407 | $4,567-25.4% | $5,631-39.5% | $5,562-38.8% |
| Admin fee / account holder | $75 | $56+34.4% | $15,885-99.5% | $80-5.6% |