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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $93,480 |
Service code 16 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Consulting | $80,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,646 | $56,540+106.3% | $185,849-37.2% | $86,821+34.4% |
| Participation rate | 96.5% | 65.5%+31.0pp | 81.7%+14.8pp | 72.3%+24.2pp |
| Annual return | 11.26% | 118.20%-106.9pp | 122.10%-110.8pp | 97.94%-86.7pp |
| Employer contribution / active EE | $3,355 | $1,844+81.9% | $5,169-35.1% | $2,406+39.4% |
| Participant deferral / active EE | $4,891 | $2,555+91.4% | $5,569-12.2% | $4,132+18.4% |
| Admin fee / account holder | $180 | $150+20.4% | $16,244-98.9% | $170+6.2% |