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 SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $55,210 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $5,918 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,371 | $37,117-7.4% | $147,617-76.7% | $55,191-37.7% |
| Participation rate | 65.7% | 63.6%+2.1pp | 84.6%-18.9pp | 69.2%-3.5pp |
| Annual return | 0.17% | 3.44%-3.3pp | 61.98%-61.8pp | 10.78%-10.6pp |
| Employer contribution / active EE | $1,431 | $1,620-11.7% | $5,564-74.3% | $1,899-24.7% |
| Participant deferral / active EE | $1,288 | $1,985-35.1% | $4,895-73.7% | $3,046-57.7% |
| Admin fee / account holder | $144 | $86+67.8% | $11,612-98.8% | $91+58.2% |