Filed December 9, 2019
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $331,343 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $16,207 |
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 | $72,110 | $47,456+52.0% | $172,757-58.3% | $77,775-7.3% |
| Participation rate | 76.1% | 66.3%+9.9pp | 82.6%-6.5pp | 73.2%+2.9pp |
| Annual return | 16.03% | 35.57%-19.5pp | 803.06%-787.0pp | 32.58%-16.5pp |
| Employer contribution / active EE | $2,405 | $1,574+52.8% | $5,144-53.3% | $2,504-4.0% |
| Participant deferral / active EE | $4,821 | $2,560+88.4% | $5,198-7.2% | $3,966+21.6% |
| Admin fee / account holder | $88 | $81+8.7% | $13,956-99.4% | $100-12.2% |