Filed March 29, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $57,893 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 26 · EIN 36-3145972 | Advisory (Participants) | $25,352 |
TAG RESOURCES, LLC4+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $9,875 |
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 | $24,232 | $48,576-50.1% | $169,452-85.7% | $56,289-57.0% |
| Participation rate | 92.2% | 65.8%+26.4pp | 77.8%+14.5pp | 69.9%+22.4pp |
| Annual return | 2.98% | -2.51%+5.5pp | 1.83%+1.2pp | -9.96%+12.9pp |
| Employer contribution / active EE | $2,451 | $1,559+57.2% | $4,157-41.0% | $2,111+16.1% |
| Participant deferral / active EE | $4,138 | $3,275+26.4% | $5,277-21.6% | $3,350+23.5% |
| Admin fee / account holder | $223 | $435-48.8% | $9,110-97.6% | $521-57.3% |