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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $128,551 |
Service code 16 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Consulting | $75,000 |
WIPFLI LLP10+ years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $12,762 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,368 | $50,860+124.9% | $155,574-26.5% | $77,714+47.2% |
| Participation rate | 99.5% | 63.1%+36.4pp | 78.2%+21.3pp | 70.6%+28.9pp |
| Annual return | 11.68% | 34.86%-23.2pp | 64.87%-53.2pp | 31.26%-19.6pp |
| Employer contribution / active EE | $3,674 | $1,991+84.5% | $4,676-21.4% | $2,727+34.7% |
| Participant deferral / active EE | $5,762 | $2,825+104.0% | $5,629+2.4% | $4,649+23.9% |
| Admin fee / account holder | $205 | $436-53.1% | $15,914-98.7% | $433-52.7% |