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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 13 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $94,907 |
PENSION WORKS, INC.2 years Service code 14 · EIN 03-0359635 382 HERCULES DRIVE · COLCHESTER, VT 05446 | Plan Administrator | $45,326 |
LPL FINANCIAL1 year Filed as: WADDELL & REED, INC. Service code 27 6300 LAMAR AVE · SHAWNEE MISSION, KS 662019217 | Advisory (Plan) | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,218 | $37,196-43.0% | $154,114-86.2% | $55,725-61.9% |
| Participation rate | 80.8% | 64.1%+16.7pp | 83.0%-2.3pp | 70.9%+9.9pp |
| Annual return | -5.19% | 1319.68%-1324.9pp | 735.16%-740.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $484 | $1,614-70.0% | $5,298-90.9% | $2,078-76.7% |
| Participant deferral / active EE | $1,128 | $2,068-45.5% | $5,081-77.8% | $3,356-66.4% |
| Admin fee / account holder | $270 | $102+165.5% | $13,411-98.0% | $115+134.2% |