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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 | $55,441+14.6% | $76,002-16.4% | $77,671-18.2% |
| Participation rate | 64.4% | 63.6%+0.8pp | 69.1%-4.7pp | 70.6%-6.2pp |
| Annual return | 15.23% | 17.08%-1.9pp | 360.07%-344.8pp | 31.21%-16.0pp |
| Employer contribution / active EE | $1,992 | $1,789+11.3% | $2,688-25.9% | $2,726-26.9% |
| Participant deferral / active EE | $3,830 | $3,451+11.0% | $4,257-10.0% | $4,648-17.6% |
| Admin fee / account holder | $388 | $407-4.7% | $6,414-94.0% | $430-9.9% |