Filed March 29, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $103,473 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 26 · EIN 36-3145972 | Advisory (Participants) | $47,470 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $15,669 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,149 | $65,390-44.7% | $169,368-78.7% | $71,457-49.4% |
| Participation rate | 96.7% | 67.0%+29.7pp | 77.1%+19.5pp | 67.9%+28.7pp |
| Annual return | 17.34% | 21.31%-4.0pp | 405.60%-388.3pp | 28.85%-11.5pp |
| Employer contribution / active EE | $2,747 | $2,079+32.2% | $4,013-31.5% | $2,588+6.2% |
| Participant deferral / active EE | $5,766 | $4,367+32.0% | $6,221-7.3% | $4,289+34.4% |
| Admin fee / account holder | $288 | $1,324-78.3% | $9,003-96.8% | $1,587-81.9% |