Filed August 20, 2019 (most recent of 8 filings on file)
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 13 · EIN 74-1625348 | Contract Administrator | $2,280 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $180 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,703 | $63,964-50.4% | $147,618-78.5% | $67,505-53.0% |
| Participation rate | 87.9% | 68.6%+19.3pp | 84.6%+3.3pp | 71.2%+16.7pp |
| Annual return | 0.64% | 9.05%-8.4pp | 61.98%-61.3pp | 6.52%-5.9pp |
| Employer contribution / active EE | $1,412 | $1,618-12.7% | $5,564-74.6% | $2,173-35.0% |
| Participant deferral / active EE | $1,724 | $2,589-33.4% | $4,895-64.8% | $3,597-52.1% |
| Admin fee / account holder | $2 | $43-94.5% | $11,612-100.0% | $56-95.8% |