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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 14 · EIN 35-1140070 P. O. BOX 7877 · FORT WAYNE, IN 46802 | Plan Administrator | $34,600 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 16 · EIN 34-1300581 159 COCKER PARK BLVD · WESTLAKE, OH 44145 | Consulting | $9,911 |
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 | $25,283 | $55,453-54.4% | $170,435-85.2% | $62,293-59.4% |
| Participation rate | 87.7% | 66.4%+21.4pp | 83.6%+4.1pp | 69.5%+18.2pp |
| Annual return | 17.20% | 21.38%-4.2pp | 205.94%-188.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $543 | $2,164-74.9% | $5,432-90.0% | $2,042-73.4% |
| Participant deferral / active EE | $3,429 | $2,303+48.9% | $4,939-30.6% | $3,169+8.2% |
| Admin fee / account holder | $275 | $455-39.6% | $13,881-98.0% | $479-42.7% |