Filed April 30, 2009 (most recent of 3 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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $45,959 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,756 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,807 | $37,213+36.5% | $156,551-67.5% | $63,975-20.6% |
| Participation rate | 37.3% | 65.0%-27.7pp | 84.0%-46.7pp | 71.1%-33.9pp |
| Annual return | 10.50% | 47.89%-37.4pp | 32.23%-21.7pp | 48.65%-38.2pp |
| Employer contribution / active EE | $99 | $1,357-92.7% | $5,501-98.2% | $2,182-95.5% |
| Participant deferral / active EE | $2,272 | $2,070+9.8% | $4,871-53.3% | $3,356-32.3% |
| Admin fee / account holder | $66 | $56+17.2% | $13,028-99.5% | $70-6.3% |