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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,791 |
DENNIS G. JENKINS, CPA,LLC3+ years Filed as: DENNIS T WILLIAMS Service code 16 LINCOLN FINANCIAL ADVISORS · SAN DIEGO, CA 92108 | Consulting | $339 |
JUDY L SMITH3+ years Service code 16 LINCOLN FINANCIAL ADVISORS · SAN DIEGO, CA 92108 | Consulting | $204 |
MAUREEN DOHERTY3+ years Filed as: MAUREEN HUTTEL Service code 16 LINCOLN FINANCIAL SERVICES · SAN DIEGO, CA 92108 | Consulting | $113 |
Filed as: CALIFORNIA FRINGE BENEFIT & INS Service code 16 LINCOLN FINANCIAL ADVISORS · SAN DIEGO, CA 92108 | Consulting | $98 |
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 | $32,386 | $89,739-63.9% | $149,721-78.4% | $62,293-48.0% |
| Participation rate | 25.4% | 85.1%-59.7pp | 87.1%-61.7pp | 69.5%-44.2pp |
| Annual return | 58.95% | 21.01%+37.9pp | 1501.67%-1442.7pp | 28.90%+30.0pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,444-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,813 | $4,797-62.2% | $6,568-72.4% | $3,169-42.8% |
| Admin fee / account holder | $56 | $551-89.9% | $11,282-99.5% | $479-88.4% |