Filed February 17, 2004
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 CORPORATION3+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $23,293 |
LEONG & COMPANY1 year Service code 10 · EIN 99-0055190 | Accounting | $11,809 |
FINANCE INSURANCE LTD1 year Service code 23 · EIN 99-0229058 | Insurance services | $5,754 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,148 | $89,739+53.9% | $149,718-7.7% | $62,292+121.8% |
| Participation rate | 97.1% | 85.1%+12.0pp | 87.1%+10.0pp | 69.5%+27.5pp |
| Annual return | 12.49% | 21.01%-8.5pp | 1501.63%-1489.1pp | 28.90%-16.4pp |
| Employer contribution / active EE | $2,411 | $3,233-25.4% | $5,445-55.7% | $2,042+18.1% |
| Participant deferral / active EE | $6,270 | $4,797+30.7% | $6,569-4.5% | $3,169+97.9% |
| Admin fee / account holder | $175 | $551-68.2% | $11,283-98.4% | $479-63.4% |