Filed October 28, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $150 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,490 | $58,879-65.2% | $178,490-88.5% | $73,488-72.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 5.63% | 24.86%-19.2pp | 151.07%-145.4pp | 28.51%-22.9pp |
| Employer contribution / active EE | $1,986 | $2,236-11.2% | $5,011-60.4% | $2,270-12.5% |
| Participant deferral / active EE | $2,543 | $2,567-0.9% | $5,202-51.1% | $3,740-32.0% |
| Admin fee / account holder | $56 | $400-85.9% | $13,984-99.6% | $513-89.0% |