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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $57,849 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 26 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Advisory (Participants) | $26,215 |
ERISA SMART5 years Service code 37 2419 E HARBOR BLVD STE 163 · VENTURA, CA 93001 | Loan Processing | $13,992 |
Service code 15 25 MERCHANT ST. STE 135 · CINCINNATI, OH 45246 | Recordkeeping | $5,286 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,776 | $47,135+16.2% | $149,717-63.4% | $74,440-26.4% |
| Participation rate | 60.0% | 63.4%-3.4pp | 78.8%-18.8pp | 70.7%-10.7pp |
| Annual return | 17.19% | 22.75%-5.6pp | 134.41%-117.2pp | 34.37%-17.2pp |
| Employer contribution / active EE | $1,667 | $1,906-12.5% | $4,820-65.4% | $2,638-36.8% |
| Participant deferral / active EE | $2,284 | $2,728-16.3% | $5,682-59.8% | $4,529-49.6% |
| Admin fee / account holder | $90 | $343-73.7% | $13,213-99.3% | $348-74.1% |