Filed November 5, 1997
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 Filed as: LINCOLN FINANCIAL ADVISORS Service code 13 · EIN 35-1151034 1000 TOWN CENTER 26TH FLOOR · SOUTHFIELD, MI 48075 | Contract Administrator | $15,515 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,818 | $138,075+82.4% | $123,552+103.8% | $135,379+86.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 6.43% | 153.70%-147.3pp | 119.20%-112.8pp | 519.79%-513.4pp |
| Employer contribution / active EE | $10,020 | $5,152+94.5% | $4,628+116.5% | $4,779+109.7% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,552 | $10,917-85.8% | $9,285-83.3% | $10,828-85.7% |