Filed December 28, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
VRSCO2+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $46,808 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE Service code 19 · EIN 74-1625348 | Securities Custodian | $15,645 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN Service code 13 · EIN 35-1140070 | Contract Administrator | $234 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,814 | $68,408-22.8% | $57,196-7.7% | $57,658-8.4% |
| Participation rate | 77.4% | 79.1%-1.8pp | 75.3%+2.0pp | 70.2%+7.1pp |
| Annual return | 8.47% | 8.51%0pp | 14.59%-6.1pp | 5.13%+3.3pp |
| Employer contribution / active EE | $2,131 | $2,869-25.7% | $2,683-20.6% | $1,974+8.0% |
| Participant deferral / active EE | $3,069 | $2,903+5.7% | $3,096-0.9% | $3,061+0.3% |
| Admin fee / account holder | $91 | $70+30.8% | $3,141-97.1% | $95-3.6% |