Filed March 29, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $96,263 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 26 · EIN 36-3145972 | Advisory (Participants) | $47,182 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $12,813 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,626 | $50,458-35.3% | $160,009-79.6% | $64,819-49.7% |
| Participation rate | 93.3% | 68.0%+25.2pp | 78.0%+15.3pp | 71.5%+21.8pp |
| Annual return | -17.92% | -13.42%-4.5pp | 408.85%-426.8pp | 32.84%-50.8pp |
| Employer contribution / active EE | $2,351 | $1,722+36.5% | $4,225-44.4% | $2,507-6.2% |
| Participant deferral / active EE | $4,941 | $4,004+23.4% | $6,183-20.1% | $4,311+14.6% |
| Admin fee / account holder | $272 | $706-61.4% | $8,715-96.9% | $188+44.9% |