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 | $198,459 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $2,337 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $650 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,577 | $53,565-31.7% | $172,739-78.8% | $82,204-55.5% |
| Participation rate | 99.6% | 69.6%+30.0pp | 82.6%+17.0pp | 73.4%+26.2pp |
| Annual return | 21.43% | 31.42%-10.0pp | 802.84%-781.4pp | 26.31%-4.9pp |
| Employer contribution / active EE | $1,174 | $1,857-36.8% | $5,143-77.2% | $2,707-56.6% |
| Participant deferral / active EE | $3,773 | $3,006+25.5% | $5,198-27.4% | $4,246-11.1% |
| Admin fee / account holder | $20 | $61-67.9% | $13,954-99.9% | $76-74.0% |