Filed April 25, 2023 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC RETIREMENT SERVICE COMPANY Service code 19 · EIN 51-0396365 | Securities Custodian | $44,904 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $200 |
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 | $48,520 | $68,110-28.8% | $155,556-68.8% | $99,313-51.1% |
| Participation rate | 97.5% | 67.8%+29.7pp | 78.2%+19.3pp | 71.7%+25.8pp |
| Annual return | 13.80% | 16.16%-2.4pp | 64.84%-51.0pp | 17.67%-3.9pp |
| Employer contribution / active EE | $1,978 | $2,291-13.6% | $4,675-57.7% | $3,264-39.4% |
| Participant deferral / active EE | $4,016 | $3,865+3.9% | $5,631-28.7% | $5,346-24.9% |
| Admin fee / account holder | $4 | $94-96.0% | $15,885-100.0% | $109-96.5% |