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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $63,398 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,083 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $7,243 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $525 |
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 | $27,202 | $36,916-26.3% | $156,551-82.6% | $57,658-52.8% |
| Participation rate | 60.4% | 63.4%-3.0pp | 84.0%-23.6pp | 70.2%-9.8pp |
| Annual return | 6.53% | 12.38%-5.9pp | 32.23%-25.7pp | 5.13%+1.4pp |
| Employer contribution / active EE | $1,432 | $1,571-8.8% | $5,501-74.0% | $1,974-27.5% |
| Participant deferral / active EE | $988 | $1,926-48.7% | $4,871-79.7% | $3,061-67.7% |
| Admin fee / account holder | $163 | $82+97.5% | $13,028-98.7% | $95+72.4% |