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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVSRS INS AGY Service code 26 · EIN 54-0910269 | Advisory (Participants) | $18,848 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,003 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $106 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,409 | $95,542-69.2% | $69,455-57.7% | $67,579-56.5% |
| Participation rate | 96.6% | 79.4%+17.2pp | 74.6%+22.0pp | 71.3%+25.3pp |
| Annual return | 4.70% | 17.67%-13.0pp | 28.97%-24.3pp | 378.56%-373.9pp |
| Employer contribution / active EE | $2,095 | $2,989-29.9% | $2,779-24.6% | $2,148-2.4% |
| Participant deferral / active EE | $967 | $3,263-70.4% | $3,535-72.7% | $3,539-72.7% |
| Admin fee / account holder | $74 | $90-17.6% | $3,839-98.1% | $142-48.0% |