Filed January 12, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 47-1411118 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Consulting | $12,874 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746479 8215 GREENWAY BLVD SUITE 600 · MIDDLETON, WI 53562 | Accounting | $5,500 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,681 |
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 | $88,459 | $36,916+139.6% | $156,551-43.5% | $57,658+53.4% |
| Participation rate | 84.0% | 63.4%+20.6pp | 84.0%0pp | 70.2%+13.8pp |
| Annual return | 7.56% | 12.38%-4.8pp | 32.23%-24.7pp | 5.13%+2.4pp |
| Employer contribution / active EE | $2,527 | $1,571+60.9% | $5,501-54.1% | $1,974+28.0% |
| Participant deferral / active EE | $4,154 | $1,926+115.7% | $4,871-14.7% | $3,061+35.7% |
| Admin fee / account holder | $32 | $82-60.7% | $13,028-99.8% | $95-65.7% |