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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,628 |
Service code 15 25 MERCHANT ST. STE 135 · CINCINNATI, OH 45246 | Recordkeeping | $17,892 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $15,519 |
LINSCO/PRIVATE LEDGER CORP3 years Service code 55 9785 TOWNE CENTRE DR · SAN DIEGO, CA 92121 | Other Commissions | $14,435 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $12,670 |
ERISA SMART1 year Service code 37 2419 E HARBOR BLVD STE 163 · VENTURA, CA 93001 | Loan Processing | $2,974 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 99 6504 BRIDGEPOINT PARKWAY STE 450 · AUSTIN, TX 78730 | Other Fees | $1,859 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INC MORNINGSTAR ASSOC. Service code 99 5904 PAYSHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $867 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD. · GREENWOOD, CO 80111 | Investment Management | $246 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,262 | $52,961-25.9% | $172,752-77.3% | $65,185-39.8% |
| Participation rate | 66.8% | 66.2%+0.6pp | 82.6%-15.8pp | 70.2%-3.4pp |
| Annual return | 21.43% | 30.12%-8.7pp | 802.97%-781.5pp | 29.38%-8.0pp |
| Employer contribution / active EE | $1,409 | $2,190-35.6% | $5,144-72.6% | $2,177-35.3% |
| Participant deferral / active EE | $2,096 | $2,471-15.2% | $5,198-59.7% | $3,514-40.4% |
| Admin fee / account holder | $124 | $472-73.6% | $13,955-99.1% | $847-85.3% |