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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $31,774 |
PENTEGRA SERVICES, INC.4+ years Filed as: APS-PENTEGRA Service code 13 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Contract Administrator | $6,854 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL, LLC Service code 55 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Other Commissions | $5,172 |
Filed as: MML INSURANCE AGENCY/INVESTOR SVCS Service code 55 1295 STATE STREET #C225 · SPRINGFIELD, MA 011118089 | Other Commissions | $5,172 |
IRON-CO-FID-COMPREHENSIVE4+ years Filed as: IRON-CO-FID-INDEX-COMPREHENSIVE Service code 28 · EIN 26-2409128 630 DUNDEE ROAD · NORTHBROOK, IL 60062 | Investment Management | $2,050 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,632 | $52,967-68.6% | $172,753-90.4% | $65,186-74.5% |
| Participation rate | 62.9% | 66.2%-3.3pp | 82.6%-19.7pp | 70.2%-7.3pp |
| Annual return | 5.45% | 30.12%-24.7pp | 803.00%-797.5pp | 29.39%-23.9pp |
| Employer contribution / active EE | $420 | $2,190-80.8% | $5,144-91.8% | $2,177-80.7% |
| Participant deferral / active EE | $1,213 | $2,471-50.9% | $5,198-76.7% | $3,514-65.5% |
| Admin fee / account holder | $153 | $472-67.7% | $13,956-98.9% | $847-82.0% |