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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-0472300 | Contract Administrator | $16,774 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 20-8764829 | Advisory (Plan) | $5,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,566 | $183,519-80.1% | $155,509-76.5% | $145,922-74.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.49% | 61.17%-52.7pp | 64.67%-56.2pp | 561.29%-552.8pp |
| Employer contribution / active EE | $26,422 | $5,313+397.3% | $4,672+465.5% | $4,660+467.0% |
| Participant deferral / active EE | $133 | $6,462-97.9% | $5,626-97.6% | $6,688-98.0% |
| Admin fee / account holder | $78 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |