Filed March 29, 2017 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $124,966 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 26 · EIN 36-3145972 | Advisory (Participants) | $53,236 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $10,962 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,421 | $73,397-50.4% | $178,014-79.5% | $74,546-51.1% |
| Participation rate | 98.2% | 66.6%+31.7pp | 77.1%+21.2pp | 67.2%+31.0pp |
| Annual return | 14.12% | 17.49%-3.4pp | 294.80%-280.7pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $2,777 | $2,217+25.2% | $3,950-29.7% | $2,624+5.8% |
| Participant deferral / active EE | $5,837 | $4,512+29.4% | $6,276-7.0% | $4,347+34.3% |
| Admin fee / account holder | $320 | $1,809-82.3% | $10,362-96.9% | $1,944-83.5% |