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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $38,151 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $31,236 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,718 | $55,470+69.0% | $155,556-39.8% | $74,478+25.8% |
| Participation rate | 77.2% | 61.9%+15.3pp | 78.2%-1.0pp | 67.2%+10.0pp |
| Annual return | 14.54% | 269.80%-255.3pp | 64.84%-50.3pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $2,955 | $2,267+30.4% | $4,675-36.8% | $2,626+12.5% |
| Participant deferral / active EE | $6,311 | $2,838+122.4% | $5,631+12.1% | $4,350+45.1% |
| Admin fee / account holder | $362 | $1,744-79.3% | $15,885-97.7% | $1,946-81.4% |