Filed December 9, 2019
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $278,670 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $21,345 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,763 | $44,989+35.1% | $170,435-64.3% | $77,958-22.1% |
| Participation rate | 77.2% | 64.6%+12.6pp | 83.6%-6.4pp | 71.6%+5.5pp |
| Annual return | 12.01% | 19.61%-7.6pp | 205.94%-193.9pp | 20.87%-8.9pp |
| Employer contribution / active EE | $2,066 | $1,466+40.9% | $5,432-62.0% | $2,310-10.6% |
| Participant deferral / active EE | $4,455 | $2,208+101.8% | $4,939-9.8% | $3,537+26.0% |
| Admin fee / account holder | $77 | $69+11.7% | $13,881-99.4% | $97-20.9% |