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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN RETIREMENT SERVICES Service code 15 · EIN 35-0472300 PO BOX 2212 · FORT WAYNE, IN 46801 | Recordkeeping | $18,229 |
COMPASS RETIREMENT LLC1 year Filed as: COMPASS RETIREMENT CONSULTING Service code 13 · EIN 20-4795685 118 PORTSMOUTH AVE STE A2 · STRATHAM, NH 03885 | Contract Administrator | $8,875 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES Service code 19 · EIN 34-1542819 1 N. JEFFERSON AVE. ST. LOUIS · ST. LOUIS, MO 63103 | Securities Custodian | $7,640 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,974 | $61,166-54.3% | $185,837-84.9% | $79,393-64.8% |
| Participation rate | 36.4% | 66.6%-30.3pp | 81.7%-45.3pp | 70.7%-34.3pp |
| Annual return | 7.45% | 19.45%-12.0pp | 122.08%-114.6pp | 116.87%-109.4pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,168-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,060 | $2,789-62.0% | $5,568-81.0% | $4,046-73.8% |
| Admin fee / account holder | $254 | $710-64.2% | $16,241-98.4% | $627-59.4% |