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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $122,123 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $54,815 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,915 | $53,204-38.1% | $155,556-78.8% | $200,096-83.6% |
| Participation rate | 29.4% | 64.1%-34.7pp | 78.2%-48.8pp | 72.0%-42.6pp |
| Annual return | 10.05% | 41.02%-31.0pp | 64.84%-54.8pp | 34.26%-24.2pp |
| Employer contribution / active EE | $170 | $1,850-90.8% | $4,675-96.4% | $3,038-94.4% |
| Participant deferral / active EE | $1,291 | $3,163-59.2% | $5,631-77.1% | $5,090-74.6% |
| Admin fee / account holder | $294 | $186+58.5% | $15,885-98.1% | $269+9.3% |