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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBU, OH 43215 | Contract Administrator | $25,222 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: CORNERSTONE RETIREMENT Service code 13 · EIN 27-1207016 931 JEFFERSON BLVD · WARWICK, RI 02886 | Contract Administrator | $825 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN INVESTMENT PLANNING Service code 27 THE FOREST PAVILLON · WYNCOTE, PA 19095 | Advisory (Plan) | $0 |
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.
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 | $22,099 | $38,969-43.3% | $109,313-79.8% | $55,167-59.9% |
| Participation rate | 41.6% | 58.2%-16.7pp | 71.3%-29.7pp | 69.0%-27.4pp |
| Annual return | 7.32% | 8.26%-0.9pp | 22.07%-14.7pp | 169.23%-161.9pp |
| Employer contribution / active EE | $0 | $1,227-100.0% | $3,892-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $684 | $2,176-68.6% | $3,166-78.4% | $3,054-77.6% |
| Admin fee / account holder | $225 | $501-55.2% | $5,666-96.0% | $504-55.4% |