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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 14 · EIN 35-1140070 P. O. BOX 7877 · FORT WAYNE, IN 46802 | Plan Administrator | $34,242 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 14 · EIN 34-1300581 1300 THAMES STREET WARF · BALTIMORE, MD 21231 | Plan Administrator | $12,788 |
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 | $29,656 | $47,977-38.2% | $154,108-80.8% | $56,289-47.3% |
| Participation rate | 81.6% | 66.2%+15.4pp | 83.0%-1.5pp | 69.9%+11.7pp |
| Annual return | 9.84% | 3.54%+6.3pp | 735.21%-725.4pp | -9.96%+19.8pp |
| Employer contribution / active EE | $490 | $2,169-77.4% | $5,298-90.8% | $2,111-76.8% |
| Participant deferral / active EE | $3,167 | $2,392+32.4% | $5,081-37.7% | $3,350-5.5% |
| Admin fee / account holder | $283 | $438-35.4% | $13,411-97.9% | $521-45.6% |