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 | $118,454 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746479 8215 GREENWAY BLVD SUITE 600 · MIDDLETON, WI 53562 | Accounting | $6,865 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,656 |
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 | $99,074 | $46,173+114.6% | $170,435-41.9% | $69,631+42.3% |
| Participation rate | 83.0% | 63.9%+19.1pp | 83.6%-0.6pp | 70.7%+12.3pp |
| Annual return | 13.97% | 21.62%-7.7pp | 205.94%-192.0pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $2,648 | $1,610+64.5% | $5,432-51.3% | $2,032+30.3% |
| Participant deferral / active EE | $4,339 | $2,080+108.6% | $4,939-12.2% | $3,224+34.6% |
| Admin fee / account holder | $195 | $116+68.2% | $13,881-98.6% | $110+76.6% |