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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Consulting | $85,032 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $65,854 |
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 | $82,671 | $37,196+122.3% | $154,108-46.4% | $55,725+48.4% |
| Participation rate | 88.3% | 64.1%+24.2pp | 83.0%+5.3pp | 70.9%+17.5pp |
| Annual return | -3.17% | 1319.68%-1322.9pp | 735.21%-738.4pp | 244.93%-248.1pp |
| Employer contribution / active EE | $3,004 | $1,614+86.1% | $5,298-43.3% | $2,078+44.6% |
| Participant deferral / active EE | $3,969 | $2,068+91.9% | $5,081-21.9% | $3,356+18.3% |
| Admin fee / account holder | $167 | $102+63.9% | $13,411-98.8% | $115+44.6% |