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 | $144,443 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $200 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,294 | $69,238-27.4% | $185,854-72.9% | $101,555-50.5% |
| Participation rate | 93.9% | 73.5%+20.4pp | 81.7%+12.2pp | 74.5%+19.3pp |
| Annual return | 15.90% | 21.26%-5.4pp | 122.12%-106.2pp | 21.00%-5.1pp |
| Employer contribution / active EE | $1,860 | $2,104-11.6% | $5,169-64.0% | $2,972-37.4% |
| Participant deferral / active EE | $4,042 | $3,764+7.4% | $5,569-27.4% | $4,874-17.1% |
| Admin fee / account holder | $15 | $66-78.0% | $16,246-99.9% | $139-89.5% |