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 | $56,511 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,353 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $1,744 |
Filed as: FIDELITY INVESTMENTS Service code 50 · EIN 04-2647786 | Direct Payment | $72 |
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 | $28,375 | $67,512-58.0% | $185,849-84.7% | $93,010-69.5% |
| Participation rate | 95.0% | 67.1%+27.9pp | 81.7%+13.3pp | 73.9%+21.1pp |
| Annual return | 11.97% | 21.04%-9.1pp | 122.10%-110.1pp | 158.70%-146.7pp |
| Employer contribution / active EE | $2,013 | $1,783+12.9% | $5,169-61.1% | $2,705-25.6% |
| Participant deferral / active EE | $4,204 | $3,035+38.5% | $5,569-24.5% | $4,561-7.8% |
| Admin fee / account holder | $10 | $318-96.7% | $16,244-99.9% | $152-93.2% |