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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $443,306 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $55,395 |
Service code 13 · EIN 55-0486667 | Contract Administrator | $12,000 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 13 · EIN 74-1625348 | Contract Administrator | $11,809 |
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 | $80,218 | $69,238+15.9% | $185,854-56.8% | $101,555-21.0% |
| Participation rate | 83.9% | 73.5%+10.4pp | 81.7%+2.2pp | 74.5%+9.3pp |
| Annual return | 12.79% | 21.26%-8.5pp | 122.12%-109.3pp | 21.00%-8.2pp |
| Employer contribution / active EE | $2,266 | $2,104+7.7% | $5,169-56.2% | $2,972-23.8% |
| Participant deferral / active EE | $3,448 | $3,764-8.4% | $5,569-38.1% | $4,874-29.3% |
| Admin fee / account holder | $88 | $66+32.0% | $16,246-99.5% | $139-37.2% |