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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $41,156 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $16,866 |
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 | $69,058 | $47,977+43.9% | $154,108-55.2% | $56,289+22.7% |
| Participation rate | 76.8% | 66.2%+10.6pp | 83.0%-6.2pp | 69.9%+7.0pp |
| Annual return | -2.46% | 3.54%-6.0pp | 735.21%-737.7pp | -9.96%+7.5pp |
| Employer contribution / active EE | $1,326 | $2,169-38.9% | $5,298-75.0% | $2,111-37.2% |
| Participant deferral / active EE | $4,157 | $2,392+73.8% | $5,081-18.2% | $3,350+24.1% |
| Admin fee / account holder | $256 | $438-41.7% | $13,411-98.1% | $521-50.9% |