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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $34,572 |
PENTEGRA SERVICES, INC.2 years Filed as: APS - PENTEGRA Service code 14 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 430049297 | Plan Administrator | $5,796 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL, LLC Service code 55 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Other Commissions | $5,530 |
Filed as: MML INSURANCE AGENCY/INVESTOR SVCS Service code 55 1295 STATE STREET #C225 · SPRINGFIELD, MA 011118089 | Other Commissions | $5,530 |
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 | $18,956 | $46,332-59.1% | $143,799-86.8% | $64,819-70.8% |
| Participation rate | 44.4% | 64.2%-19.8pp | 80.3%-35.9pp | 71.5%-27.0pp |
| Annual return | -10.72% | -10.05%-0.7pp | -0.04%-10.7pp | 32.84%-43.6pp |
| Employer contribution / active EE | $451 | $1,911-76.4% | $4,952-90.9% | $2,507-82.0% |
| Participant deferral / active EE | $927 | $2,647-65.0% | $5,638-83.6% | $4,311-78.5% |
| Admin fee / account holder | $152 | $154-1.4% | $14,677-99.0% | $188-19.2% |