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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $19,163 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $16,936 |
Service code 15 · EIN 93-0998477 | Recordkeeping | $14,805 |
Service code 27 · EIN 92-1402621 | Advisory (Plan) | $2,384 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,471 | $92,186-82.1% | $105,624-84.4% | $77,762-78.8% |
| Participation rate | 37.4% | 81.0%-43.7pp | 75.3%-37.9pp | 70.6%-33.2pp |
| Annual return | 9.67% | 17.83%-8.2pp | 116.20%-106.5pp | 31.27%-21.6pp |
| Employer contribution / active EE | $524 | $3,376-84.5% | $3,168-83.4% | $2,728-80.8% |
| Participant deferral / active EE | $1,650 | $5,395-69.4% | $5,013-67.1% | $4,651-64.5% |
| Admin fee / account holder | $170 | $219-22.5% | $10,961-98.5% | $433-60.8% |