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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,680 |
Filed as: CHARLES SCHWAB BANK Service code 13 · EIN 94-1737782 211 MAIN STREET, 14TH FLOOR · SAN FRANCISCO, CA 941051965 | Contract Administrator | $6,512 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,840 | $45,382-25.4% | $154,108-78.0% | $75,289-55.1% |
| Participation rate | 47.9% | 65.9%-18.0pp | 83.0%-35.2pp | 72.4%-24.5pp |
| Annual return | 0.26% | -0.47%+0.7pp | 735.21%-734.9pp | -0.04%+0.3pp |
| Employer contribution / active EE | $707 | $1,533-53.9% | $5,298-86.6% | $2,405-70.6% |
| Participant deferral / active EE | $1,785 | $2,384-25.1% | $5,081-64.9% | $3,739-52.3% |
| Admin fee / account holder | $20 | $89-77.5% | $13,411-99.9% | $102-80.4% |