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 | $201,230 |
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $175 |
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 | $44,996 | $59,312-24.1% | $149,740-70.0% | $103,657-56.6% |
| Participation rate | 96.7% | 70.3%+26.4pp | 78.8%+17.9pp | 73.4%+23.3pp |
| Annual return | 17.36% | 78.03%-60.7pp | 134.51%-117.2pp | 33.13%-15.8pp |
| Employer contribution / active EE | $1,925 | $2,187-12.0% | $4,821-60.1% | $3,216-40.1% |
| Participant deferral / active EE | $3,908 | $3,719+5.1% | $5,683-31.2% | $5,218-25.1% |
| Admin fee / account holder | $18 | $103-82.4% | $13,222-99.9% | $114-84.2% |