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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 14 · EIN 35-1140070 P. O. BOX 7877 · FORT WAYNE, IN 46802 | Plan Administrator | $39,156 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 14 · EIN 34-1300581 1300 THAMES STREET WARF · BALTIMORE, MD 21231 | Plan Administrator | $14,897 |
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 | $30,014 | $58,888-49.0% | $178,499-83.2% | $73,493-59.2% |
| Participation rate | 84.1% | 66.2%+17.9pp | 81.9%+2.2pp | 70.7%+13.5pp |
| Annual return | 8.10% | 24.86%-16.8pp | 151.10%-143.0pp | 28.51%-20.4pp |
| Employer contribution / active EE | $548 | $2,236-75.5% | $5,011-89.1% | $2,270-75.8% |
| Participant deferral / active EE | $3,489 | $2,568+35.9% | $5,202-32.9% | $3,740-6.7% |
| Admin fee / account holder | $279 | $400-30.4% | $13,986-98.0% | $513-45.7% |