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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $421,658 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,871 |
YOUNT, HYDE & BARBOUR, P.C.3 years Service code 10 · EIN 54-1149263 | Accounting | $25,250 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 13 · EIN 74-1625348 | Contract Administrator | $11,070 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,999 | $53,565+0.8% | $172,757-68.7% | $82,204-34.3% |
| Participation rate | 86.9% | 69.6%+17.2pp | 82.6%+4.2pp | 73.4%+13.5pp |
| Annual return | 18.83% | 31.42%-12.6pp | 803.06%-784.2pp | 26.31%-7.5pp |
| Employer contribution / active EE | $2,016 | $1,857+8.6% | $5,144-60.8% | $2,707-25.5% |
| Participant deferral / active EE | $2,919 | $3,006-2.9% | $5,198-43.8% | $4,246-31.3% |
| Admin fee / account holder | $73 | $61+18.9% | $13,956-99.5% | $76-3.5% |