Filed December 9, 2019
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $390,000 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $9,229 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,248 | $45,000+78.3% | $143,801-44.2% | $77,906+3.0% |
| Participation rate | 72.4% | 66.8%+5.6pp | 80.3%-7.9pp | 73.7%-1.3pp |
| Annual return | -11.74% | 29.03%-40.8pp | -0.04%-11.7pp | 12.16%-23.9pp |
| Employer contribution / active EE | $2,572 | $1,870+37.6% | $4,952-48.1% | $2,846-9.6% |
| Participant deferral / active EE | $5,468 | $3,157+73.2% | $5,639-3.0% | $4,805+13.8% |
| Admin fee / account holder | $97 | $98-1.9% | $14,680-99.3% | $133-27.1% |