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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $467,940 |
YOUNT, HYDE & BARBOUR, P.C.4 years Service code 10 · EIN 54-1149263 | Accounting | $16,500 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $13,559 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 13 · EIN 74-1625348 | Contract Administrator | $10,501 |
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 | $65,150 | $63,259+3.0% | $178,510-63.5% | $93,223-30.1% |
| Participation rate | 85.6% | 72.1%+13.5pp | 81.9%+3.7pp | 74.9%+10.7pp |
| Annual return | 14.62% | 19.93%-5.3pp | 151.13%-136.5pp | 19.29%-4.7pp |
| Employer contribution / active EE | $2,034 | $1,865+9.1% | $5,011-59.4% | $2,680-24.1% |
| Participant deferral / active EE | $3,001 | $3,372-11.0% | $5,202-42.3% | $4,563-34.2% |
| Admin fee / account holder | $79 | $58+36.6% | $13,988-99.4% | $79+0.1% |