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 | $92,046 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746479 PO BOX 775351 · CHICAGO, IL 60677 | Accounting | $7,111 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $1,575 |
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 | $94,833 | $37,196+155.0% | $154,108-38.5% | $55,725+70.2% |
| Participation rate | 88.0% | 64.1%+23.9pp | 83.0%+4.9pp | 70.9%+17.1pp |
| Annual return | -2.23% | 1319.68%-1321.9pp | 735.21%-737.4pp | 244.93%-247.2pp |
| Employer contribution / active EE | $2,703 | $1,614+67.5% | $5,298-49.0% | $2,078+30.1% |
| Participant deferral / active EE | $4,450 | $2,068+115.2% | $5,081-12.4% | $3,356+32.6% |
| Admin fee / account holder | $149 | $102+46.7% | $13,411-98.9% | $115+29.4% |