Filed March 29, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $31,479 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY GLOBAL BANK Service code 26 · EIN 36-3145972 | Advisory (Participants) | $13,439 |
THE BENEFIT ADVANTAGE, INC.1+ years Filed as: THE BENEFIT ADVANTAGE INC Service code 15 · EIN 38-3254950 | Recordkeeping | $4,584 |
TAG RESOURCES, LLC1+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,880 | $44,229-39.2% | $155,790-82.7% | $55,191-51.3% |
| Participation rate | 51.6% | 60.8%-9.2pp | 76.1%-24.5pp | 69.2%-17.6pp |
| Annual return | 1.67% | 0.37%+1.3pp | 71.54%-69.9pp | 10.78%-9.1pp |
| Employer contribution / active EE | $1,124 | $1,317-14.7% | $3,836-70.7% | $1,899-40.8% |
| Participant deferral / active EE | $1,626 | $2,851-43.0% | $4,797-66.1% | $3,046-46.6% |
| Admin fee / account holder | $182 | $86+110.6% | $7,478-97.6% | $91+100.0% |