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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,646 | $56,485+106.5% | $185,823-37.2% | $86,799+34.4% |
| Participation rate | 96.5% | 65.5%+31.0pp | 81.7%+14.8pp | 72.3%+24.2pp |
| Annual return | 11.26% | 118.04%-106.8pp | 122.05%-110.8pp | 97.91%-86.6pp |
| Employer contribution / active EE | $3,355 | $1,843+82.1% | $5,167-35.1% | $2,405+39.5% |
| Participant deferral / active EE | $4,891 | $2,553+91.6% | $5,568-12.2% | $4,131+18.4% |
| Admin fee / account holder | $180 | $150+20.4% | $16,237-98.9% | $170+6.2% |