Filed December 9, 2019
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $483,343 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $8,300 |
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 | $88,871 | $53,254+66.9% | $155,574-42.9% | $199,921-55.5% |
| Participation rate | 75.8% | 64.1%+11.6pp | 78.2%-2.5pp | 72.0%+3.7pp |
| Annual return | 12.70% | 41.18%-28.5pp | 64.87%-52.2pp | 34.28%-21.6pp |
| Employer contribution / active EE | $2,944 | $1,848+59.3% | $4,676-37.0% | $3,035-3.0% |
| Participant deferral / active EE | $6,099 | $3,165+92.7% | $5,629+8.4% | $5,089+19.9% |
| Admin fee / account holder | $100 | $186-45.9% | $15,914-99.4% | $269-62.7% |