Filed March 29, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $75,619 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 26 · EIN 36-3145972 | Advisory (Participants) | $34,251 |
TAG RESOURCES, LLC6+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $14,856 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,611 | $62,132-42.7% | $185,861-80.8% | $73,497-51.5% |
| Participation rate | 93.5% | 67.8%+25.7pp | 78.0%+15.4pp | 70.7%+22.8pp |
| Annual return | 17.94% | 20.44%-2.5pp | 35.96%-18.0pp | 28.51%-10.6pp |
| Employer contribution / active EE | $2,400 | $1,681+42.8% | $4,088-41.3% | $2,270+5.7% |
| Participant deferral / active EE | $4,627 | $3,711+24.7% | $5,634-17.9% | $3,740+23.7% |
| Admin fee / account holder | $253 | $419-39.5% | $9,503-97.3% | $513-50.7% |