Filed March 29, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $124,966 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 26 · EIN 36-3145972 | Advisory (Participants) | $53,236 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $10,962 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,421 | $73,360-50.4% | $177,989-79.5% | $74,495-51.1% |
| Participation rate | 98.2% | 66.6%+31.6pp | 77.1%+21.2pp | 67.2%+31.0pp |
| Annual return | 14.12% | 17.49%-3.4pp | 294.48%-280.4pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,777 | $2,216+25.3% | $3,949-29.7% | $2,623+5.9% |
| Participant deferral / active EE | $5,837 | $4,513+29.3% | $6,276-7.0% | $4,346+34.3% |
| Admin fee / account holder | $320 | $1,808-82.3% | $10,363-96.9% | $1,942-83.5% |