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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE FINANCIAL SERVICES INC. Service code 19 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $33,288 |
JOSEPH BARRY CO LLC7+ years Service code 26 · EIN 26-1449163 128 UNION STREET SUITE 507 · NEW BEDFORD, MA 02740 | Advisory (Participants) | $0 |
Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 27 · EIN 35-1151034 1300 SOUTH CLINTON STREET · FORT WAYNE, IN 46802 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,544 | $56,5400% | $185,851-69.6% | $86,821-34.9% |
| Participation rate | 33.5% | 65.5%-32.1pp | 81.7%-48.3pp | 72.3%-38.8pp |
| Annual return | 10.27% | 118.20%-107.9pp | 122.11%-111.8pp | 97.94%-87.7pp |
| Employer contribution / active EE | $636 | $1,844-65.5% | $5,168-87.7% | $2,406-73.6% |
| Participant deferral / active EE | $1,215 | $2,555-52.4% | $5,569-78.2% | $4,132-70.6% |
| Admin fee / account holder | $118 | $150-20.9% | $16,245-99.3% | $170-30.2% |