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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,996 | $59,339-24.2% | $149,673-69.9% | $103,482-56.5% |
| Participation rate | 96.7% | 70.2%+26.5pp | 78.8%+17.9pp | 73.3%+23.4pp |
| Annual return | 17.36% | 77.78%-60.4pp | 134.42%-117.1pp | 33.11%-15.8pp |
| Employer contribution / active EE | $1,925 | $2,178-11.6% | $4,818-60.0% | $3,208-40.0% |
| Participant deferral / active EE | $3,908 | $3,716+5.2% | $5,680-31.2% | $5,207-24.9% |
| Admin fee / account holder | $18 | $103-82.5% | $13,210-99.9% | $114-84.2% |