Filed March 29, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $50,885 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 26 · EIN 36-3145972 | Advisory (Participants) | $29,364 |
TAG RESOURCES, LLC5+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $11,437 |
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 | $29,640 | $56,972-48.0% | $182,532-83.8% | $65,185-54.5% |
| Participation rate | 90.2% | 66.5%+23.6pp | 78.0%+12.2pp | 70.2%+20.0pp |
| Annual return | 24.57% | 27.67%-3.1pp | 148.54%-124.0pp | 29.38%-4.8pp |
| Employer contribution / active EE | $2,351 | $1,615+45.6% | $4,076-42.3% | $2,177+8.0% |
| Participant deferral / active EE | $4,279 | $3,526+21.4% | $5,524-22.5% | $3,514+21.8% |
| Admin fee / account holder | $229 | $528-56.7% | $8,592-97.3% | $847-73.0% |