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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $366,773 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $45,267 |
BAKER TILLY US, LLP1 year Service code 13 · EIN 39-0859910 | Contract Administrator | $13,774 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 13 · EIN 74-1625348 | Contract Administrator | $223 |
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 | $71,450 | $52,346+36.5% | $143,801-50.3% | $78,104-8.5% |
| Participation rate | 84.1% | 72.7%+11.4pp | 80.3%+3.7pp | 74.5%+9.6pp |
| Annual return | -14.26% | -14.19%-0.1pp | -0.04%-14.2pp | 10.90%-25.2pp |
| Employer contribution / active EE | $2,391 | $2,131+12.2% | $4,952-51.7% | $3,128-23.5% |
| Participant deferral / active EE | $3,512 | $3,800-7.6% | $5,639-37.7% | $5,089-31.0% |
| Admin fee / account holder | $73 | $63+14.4% | $14,680-99.5% | $79-8.0% |