Filed March 29, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $103,705 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 26 · EIN 36-3145972 | Advisory (Participants) | $47,465 |
TAG RESOURCES, LLC7+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $11,925 |
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 | $40,005 | $70,879-43.6% | $189,558-78.9% | $79,393-49.6% |
| Participation rate | 93.7% | 68.0%+25.7pp | 78.5%+15.2pp | 70.7%+23.0pp |
| Annual return | 13.97% | 20.70%-6.7pp | 64.19%-50.2pp | 116.87%-102.9pp |
| Employer contribution / active EE | $3,538 | $1,806+95.9% | $4,412-19.8% | $2,428+45.7% |
| Participant deferral / active EE | $7,172 | $4,081+75.7% | $6,174+16.2% | $4,046+77.3% |
| Admin fee / account holder | $306 | $647-52.7% | $9,809-96.9% | $627-51.2% |