Filed December 9, 2019
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $436,115 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $9,817 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,921 | $50,169+71.3% | $149,740-42.6% | $80,187+7.2% |
| Participation rate | 73.9% | 64.3%+9.6pp | 78.8%-4.9pp | 72.9%+1.0pp |
| Annual return | 13.79% | 29.82%-16.0pp | 134.51%-120.7pp | 40.40%-26.6pp |
| Employer contribution / active EE | $2,684 | $1,869+43.6% | $4,821-44.3% | $2,980-9.9% |
| Participant deferral / active EE | $5,659 | $3,194+77.2% | $5,683-0.4% | $5,016+12.8% |
| Admin fee / account holder | $100 | $153-34.7% | $13,222-99.2% | $145-31.3% |