Filed February 24, 1
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 CORPORATION2 years Filed as: LINCOLN INVESTMENT Service code 26 · EIN 23-1702591 601 OFFICE CENTER DR · FORT WASHINGTON, PA 19034 | Advisory (Participants) | $22,136 |
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $16,448 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,814 | $41,016+70.2% | $152,093-54.1% | $64,097+8.9% |
| Participation rate | 90.8% | 51.3%+39.4pp | 77.8%+13.0pp | 55.2%+35.6pp |
| Annual return | 17.41% | 39.60%-22.2pp | 66.36%-48.9pp | 34.64%-17.2pp |
| Employer contribution / active EE | $2,399 | $1,342+78.7% | $4,175-42.5% | $1,891+26.8% |
| Participant deferral / active EE | $3,074 | $1,927+59.5% | $5,451-43.6% | $3,080-0.2% |
| Admin fee / account holder | $330 | $2,305-85.7% | $14,497-97.7% | $3,454-90.5% |