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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $53,365 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $23,083 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,928 | $61,391+23.7% | $149,723-49.3% | $71,529+6.1% |
| Participation rate | 81.7% | 62.5%+19.2pp | 78.8%+2.9pp | 67.9%+13.8pp |
| Annual return | 11.43% | 35.88%-24.4pp | 134.50%-123.1pp | 28.97%-17.5pp |
| Employer contribution / active EE | $3,100 | $2,384+30.0% | $4,821-35.7% | $2,590+19.7% |
| Participant deferral / active EE | $6,227 | $2,921+113.2% | $5,682+9.6% | $4,291+45.1% |
| Admin fee / account holder | $382 | $1,264-69.8% | $13,215-97.1% | $1,588-75.9% |