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| Provider | Service type | Compensation |
|---|---|---|
JOSEPH BARRY CO LLC10+ years Service code 26 · EIN 26-1449163 128 UNION STREET SUITE 507 · NEW BEDFORD, MA 02740 | Advisory (Participants) | $0 |
LINCOLN NATIONAL CORPORATION4 years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 27 · EIN 35-1151034 1300 SOUTH CLINTON STREET · FORT WAYNE, IN 46802 | Advisory (Plan) | $0 |
NATIONWIDE4 years Filed as: NATIONWIDE FINANCIAL SERVICES INC. Service code 19 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,955 | $50,919+13.8% | $155,556-62.7% | $77,762-25.5% |
| Participation rate | 26.7% | 63.1%-36.4pp | 78.2%-51.5pp | 70.6%-43.9pp |
| Annual return | 10.75% | 34.84%-24.1pp | 64.84%-54.1pp | 31.27%-20.5pp |
| Employer contribution / active EE | $618 | $1,991-69.0% | $4,675-86.8% | $2,728-77.4% |
| Participant deferral / active EE | $1,176 | $2,824-58.4% | $5,631-79.1% | $4,651-74.7% |
| Admin fee / account holder | $429 | $437-1.7% | $15,885-97.3% | $433-0.8% |