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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,866 |
DENNIS G. JENKINS, CPA,LLC1+ years Filed as: DENNIS T WILLIAMS Service code 16 LINCOLN FINANCIAL ADVISORS · SAN DIEGO, CA 92108 | Consulting | $807 |
JUDY L SMITH1+ years Service code 16 LINCOLN FINANCIAL ADVISORS · SAN DIEGO, CA 92108 | Consulting | $434 |
MAUREEN DOHERTY1+ years Filed as: MAUREEN HUTTEL Service code 16 LINCOLN FINANCIAL SERVICES · SAN DIEGO, CA 92108 | Consulting | $157 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,175 | $70,667-75.7% | $123,105-86.0% | $52,331-67.2% |
| Participation rate | 26.0% | 83.7%-57.7pp | 86.8%-60.8pp | 68.1%-42.1pp |
| Annual return | 10.05% | 6.23%+3.8pp | 13.22%-3.2pp | 4.54%+5.5pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,076 | $4,493-76.1% | $6,229-82.7% | $3,022-64.4% |
| Admin fee / account holder | $3 | $506-99.4% | $9,014-100.0% | $592-99.5% |