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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $191,242 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,000 |
YOUNT, HYDE & BARBOUR, P.C.2 years Service code 10 · EIN 54-1149263 | Accounting | $16,000 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 13 · EIN 74-1625348 | Contract Administrator | $13,156 |
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 | $44,942 | $44,007+2.1% | $154,110-70.8% | $68,904-34.8% |
| Participation rate | 86.7% | 70.0%+16.7pp | 83.0%+3.7pp | 74.1%+12.6pp |
| Annual return | -3.77% | 8.15%-11.9pp | 735.22%-739.0pp | 1.07%-4.8pp |
| Employer contribution / active EE | $1,898 | $1,732+9.6% | $5,298-64.2% | $2,540-25.3% |
| Participant deferral / active EE | $2,835 | $2,813+0.8% | $5,081-44.2% | $4,015-29.4% |
| Admin fee / account holder | $38 | $65-41.6% | $13,412-99.7% | $71-47.0% |