Filed February 2, 1996
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $35,472 |
Filed as: MERRILL LYNCH Service code 50 · EIN 13-5674085 | Direct Payment | $17,985 |
LINCOLN NATIONAL CORPORATION8 years Filed as: LINCOLN NATIONAL CORP. Service code 50 · EIN 35-1140070 | Direct Payment | $175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,680 | $43,749+25.0% | $158,223-65.4% | $65,306-16.3% |
| Participation rate | 57.4% | 56.9%+0.5pp | 79.2%-21.8pp | 57.7%-0.3pp |
| Annual return | 12.26% | 19.41%-7.2pp | 52.09%-39.8pp | 21.94%-9.7pp |
| Employer contribution / active EE | $542 | $1,497-63.8% | $4,109-86.8% | $1,967-72.4% |
| Participant deferral / active EE | $1,483 | $2,019-26.5% | $5,467-72.9% | $2,959-49.9% |
| Admin fee / account holder | $308 | $1,930-84.0% | $16,047-98.1% | $3,480-91.1% |