Filed January 15, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $30,045 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $4,449 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $126 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25 |
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 | $21,140 | $37,213-43.2% | $156,551-86.5% | $63,975-67.0% |
| Participation rate | 97.8% | 65.0%+32.8pp | 84.0%+13.8pp | 71.1%+26.6pp |
| Annual return | 6.19% | 47.89%-41.7pp | 32.23%-26.0pp | 48.65%-42.5pp |
| Employer contribution / active EE | $1,455 | $1,357+7.3% | $5,501-73.5% | $2,182-33.3% |
| Participant deferral / active EE | $2,522 | $2,070+21.8% | $4,871-48.2% | $3,356-24.9% |
| Admin fee / account holder | $7 | $56-86.8% | $13,028-99.9% | $70-89.5% |