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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $366,555 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $31,377 |
BAKER TILLY US, LLP2 years Service code 13 · EIN 39-0859910 | Contract Administrator | $12,000 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 13 · EIN 74-1625348 | Contract Administrator | $205 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,180 | $59,312+25.1% | $149,740-50.5% | $103,657-28.4% |
| Participation rate | 93.8% | 70.3%+23.6pp | 78.8%+15.1pp | 73.4%+20.5pp |
| Annual return | 15.94% | 78.03%-62.1pp | 134.51%-118.6pp | 33.13%-17.2pp |
| Employer contribution / active EE | $2,470 | $2,187+13.0% | $4,821-48.8% | $3,216-23.2% |
| Participant deferral / active EE | $3,951 | $3,719+6.2% | $5,683-30.5% | $5,218-24.3% |
| Admin fee / account holder | $58 | $103-43.2% | $13,222-99.6% | $114-48.9% |