Filed December 9, 2019
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $304,194 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $18,780 |
Service code 16 · EIN 94-1606517 | Consulting | $16,373 |
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 | $59,926 | $45,382+32.0% | $154,110-61.1% | $75,289-20.4% |
| Participation rate | 77.5% | 65.9%+11.6pp | 83.0%-5.5pp | 72.4%+5.1pp |
| Annual return | -2.32% | -0.47%-1.8pp | 735.22%-737.5pp | -0.04%-2.3pp |
| Employer contribution / active EE | $2,481 | $1,533+61.8% | $5,298-53.2% | $2,405+3.1% |
| Participant deferral / active EE | $4,848 | $2,384+103.4% | $5,081-4.6% | $3,739+29.7% |
| Admin fee / account holder | $85 | $89-4.4% | $13,412-99.4% | $102-16.5% |