Filed April 25, 2023 (most recent of 6 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICE COMPANY Service code 19 · EIN 51-0396365 | Securities Custodian | $113,897 |
LINCOLN NATIONAL CORPORATION8+ 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 | $41,181 | $52,346-21.3% | $143,801-71.4% | $78,104-47.3% |
| Participation rate | 95.7% | 72.7%+23.0pp | 80.3%+15.4pp | 74.5%+21.2pp |
| Annual return | -15.05% | -14.19%-0.9pp | -0.04%-15.0pp | 10.90%-26.0pp |
| Employer contribution / active EE | $1,796 | $2,131-15.7% | $4,952-63.7% | $3,128-42.6% |
| Participant deferral / active EE | $3,886 | $3,800+2.3% | $5,639-31.1% | $5,089-23.6% |
| Admin fee / account holder | $11 | $63-82.8% | $14,680-99.9% | $79-86.2% |