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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $77,159 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SVCES(WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $52,823 |
CJ SCHLOSSER & COMPANY LLC3 years Service code 10 · EIN 37-1031116 | Accounting | $17,588 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $89,049 | $50,902+74.9% | $155,534-42.7% | $77,736+14.6% |
| Participation rate | 56.7% | 63.1%-6.4pp | 78.2%-21.6pp | 70.6%-13.9pp |
| Annual return | 10.43% | 34.85%-24.4pp | 64.92%-54.5pp | 31.26%-20.8pp |
| Employer contribution / active EE | $488 | $1,991-75.5% | $4,675-89.6% | $2,728-82.1% |
| Participant deferral / active EE | $3,618 | $2,824+28.1% | $5,630-35.7% | $4,651-22.2% |
| Admin fee / account holder | $590 | $437+35.1% | $15,900-96.3% | $433+36.2% |