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 | $282,540 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $2,749 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $652 |
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 | $31,796 | $44,007-27.7% | $154,107-79.4% | $68,904-53.9% |
| Participation rate | 95.8% | 70.0%+25.8pp | 83.0%+12.8pp | 74.1%+21.7pp |
| Annual return | -5.01% | 8.15%-13.2pp | 735.12%-740.1pp | 1.07%-6.1pp |
| Employer contribution / active EE | $1,449 | $1,732-16.4% | $5,298-72.7% | $2,540-43.0% |
| Participant deferral / active EE | $2,986 | $2,813+6.2% | $5,081-41.2% | $4,015-25.6% |
| Admin fee / account holder | $30 | $65-54.3% | $13,411-99.8% | $71-58.5% |