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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 14 · EIN 35-1140070 P. O. BOX 7877 · FORT WAYNE, IN 46802 | Plan Administrator | $35,105 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 14 · EIN 34-1300581 1300 THAMES STREET WARF · BALTIMORE, MD 21231 | Plan Administrator | $13,872 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,064 | $52,961-50.8% | $172,752-84.9% | $65,185-60.0% |
| Participation rate | 90.1% | 66.2%+23.9pp | 82.6%+7.5pp | 70.2%+19.9pp |
| Annual return | 5.53% | 30.12%-24.6pp | 802.97%-797.4pp | 29.38%-23.9pp |
| Employer contribution / active EE | $501 | $2,190-77.1% | $5,144-90.3% | $2,177-77.0% |
| Participant deferral / active EE | $3,425 | $2,471+38.6% | $5,198-34.1% | $3,514-2.5% |
| Admin fee / account holder | $260 | $472-44.8% | $13,955-98.1% | $847-69.3% |