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 | $53,204+67.0% | $155,556-42.9% | $200,096-55.6% |
| Participation rate | 75.8% | 64.1%+11.7pp | 78.2%-2.5pp | 72.0%+3.7pp |
| Annual return | 12.70% | 41.02%-28.3pp | 64.84%-52.1pp | 34.26%-21.6pp |
| Employer contribution / active EE | $2,944 | $1,850+59.1% | $4,675-37.0% | $3,038-3.1% |
| Participant deferral / active EE | $6,099 | $3,163+92.8% | $5,631+8.3% | $5,090+19.8% |
| Admin fee / account holder | $100 | $186-46.0% | $15,885-99.4% | $269-62.7% |