Filed August 20, 2019 (most recent of 8 filings on file)
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $67,953 |
Filed as: CAPFINANCIAL PARTNERS, LLCS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,000 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 13 · EIN 74-1625348 | Contract Administrator | $11,605 |
Service code 10 · EIN 54-1149263 | Accounting | $10,800 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,893 | $48,835-8.1% | $170,435-73.7% | $177,276-74.7% |
| Participation rate | 88.2% | 72.1%+16.1pp | 83.6%+4.6pp | 74.8%+13.4pp |
| Annual return | 14.10% | 19.44%-5.3pp | 205.94%-191.8pp | 21.25%-7.2pp |
| Employer contribution / active EE | $1,893 | $1,798+5.3% | $5,432-65.2% | $2,479-23.6% |
| Participant deferral / active EE | $2,525 | $2,757-8.4% | $4,939-48.9% | $3,881-34.9% |
| Admin fee / account holder | $18 | $52-65.9% | $13,881-99.9% | $154-88.5% |