Filed April 25, 2023 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICE COMPANY Service code 19 · EIN 51-0396365 | Securities Custodian | $271,286 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $2,692 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,115 |
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 | $36,243 | $48,835-25.8% | $170,442-78.7% | $177,276-79.6% |
| Participation rate | 96.3% | 72.1%+24.2pp | 83.6%+12.7pp | 74.8%+21.4pp |
| Annual return | 15.58% | 19.44%-3.9pp | 205.93%-190.3pp | 21.25%-5.7pp |
| Employer contribution / active EE | $1,003 | $1,798-44.2% | $5,433-81.5% | $2,479-59.5% |
| Participant deferral / active EE | $2,727 | $2,757-1.1% | $4,939-44.8% | $3,881-29.7% |
| Admin fee / account holder | $31 | $52-39.5% | $13,880-99.8% | $154-79.6% |