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 CORPORATION3+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $47,203 |
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 26 · EIN 36-3145972 | Advisory (Participants) | $18,965 |
TAG RESOURCES, LLC3+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $7,347 |
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 | $25,085 | $46,966-46.6% | $185,117-86.4% | $69,631-64.0% |
| Participation rate | 85.6% | 65.3%+20.3pp | 77.3%+8.3pp | 70.7%+14.9pp |
| Annual return | 21.69% | 22.36%-0.7pp | 40.50%-18.8pp | 27571.02%-27549.3pp |
| Employer contribution / active EE | $2,024 | $1,360+48.8% | $4,182-51.6% | $2,032-0.4% |
| Participant deferral / active EE | $3,214 | $3,017+6.5% | $5,045-36.3% | $3,224-0.3% |
| Admin fee / account holder | $201 | $94+114.6% | $8,159-97.5% | $110+82.3% |