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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $409,175 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $84,463 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 13 · EIN 74-1625348 | Contract Administrator | $7,931 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,871 | $68,110-16.5% | $155,556-63.4% | $99,313-42.7% |
| Participation rate | 94.1% | 67.8%+26.3pp | 78.2%+15.9pp | 71.7%+22.4pp |
| Annual return | 12.11% | 16.16%-4.1pp | 64.84%-52.7pp | 17.67%-5.6pp |
| Employer contribution / active EE | $2,473 | $2,291+8.0% | $4,675-47.1% | $3,264-24.2% |
| Participant deferral / active EE | $4,235 | $3,865+9.6% | $5,631-24.8% | $5,346-20.8% |
| Admin fee / account holder | $53 | $94-44.0% | $15,885-99.7% | $109-51.8% |