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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES Service code 13 · EIN 33-0785439 701 B ST FL 6 · SAN DIEGO, CA 921018156 | Contract Administrator | $20,204 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $125 |
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 | $52,320 | $70,083-25.3% | $59,887-12.6% | $55,725-6.1% |
| Participation rate | 92.6% | 78.4%+14.2pp | 74.7%+17.9pp | 70.9%+21.7pp |
| Annual return | -2.73% | 3.13%-5.9pp | 3.46%-6.2pp | 244.93%-247.7pp |
| Employer contribution / active EE | $0 | $2,878-100.0% | $2,722-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,539 | $3,079+15.0% | $3,402+4.0% | $3,356+5.5% |
| Admin fee / account holder | $64 | $70-9.3% | $3,591-98.2% | $115-44.6% |