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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $112,581 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $56,182 |
ASSOCIATED PENSION CONSULTANTS2+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 15 401 BROADHOLLOW ROAD · MELVILLE, PA 11747 | Recordkeeping | $6,891 |
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.)
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 | $63,512 | $55,457+14.5% | $76,119-16.6% | $77,736-18.3% |
| Participation rate | 64.4% | 63.6%+0.8pp | 69.1%-4.7pp | 70.6%-6.2pp |
| Annual return | 15.23% | 17.09%-1.9pp | 361.25%-346.0pp | 31.26%-16.0pp |
| Employer contribution / active EE | $1,992 | $1,792+11.1% | $2,693-26.0% | $2,728-27.0% |
| Participant deferral / active EE | $3,830 | $3,454+10.9% | $4,259-10.1% | $4,651-17.6% |
| Admin fee / account holder | $388 | $411-5.6% | $6,421-94.0% | $433-10.5% |