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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $37,328 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $14,758 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,832 | $55,453+6.1% | $170,435-65.5% | $62,293-5.6% |
| Participation rate | 76.3% | 66.4%+9.9pp | 83.6%-7.3pp | 69.5%+6.8pp |
| Annual return | 10.21% | 21.38%-11.2pp | 205.94%-195.7pp | 28.90%-18.7pp |
| Employer contribution / active EE | $1,297 | $2,164-40.1% | $5,432-76.1% | $2,042-36.5% |
| Participant deferral / active EE | $3,800 | $2,303+65.0% | $4,939-23.1% | $3,169+19.9% |
| Admin fee / account holder | $180 | $455-60.5% | $13,881-98.7% | $479-62.5% |