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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $31,771 |
PENTEGRA SERVICES, INC.3 years Filed as: APS - PENTEGRA Service code 14 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 430049297 | Plan Administrator | $10,175 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL, LLC Service code 55 COMMISSION DEPT. · SAN DIEGO, CA 92121 | Other Commissions | $5,267 |
Filed as: MML INVESTOR SERVICES, LLC Service code 55 | Other Commissions | $4,544 |
IRON-CO-FID-COMPREHENSIVE8+ years Filed as: IRON-CO-FID-INDEX-COMPREHENSIVE Service code 55 · EIN 26-2409128 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Other Commissions | $2,030 |
Filed as: MML INSURANCE AGENCY/INVESTOR SVCS Service code 22 PO BOX 9500 · SPRINGFIELD, MA 011118089 | Insurance Broker | $723 |
Filed as: MML INVESTORS SERVICES, LLC Service code 55 PO BOX 9500 · SPRINGFIELD, MA 011028089 | Other Commissions | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,185 | $61,272-67.1% | $149,673-86.5% | $71,457-71.8% |
| Participation rate | 55.3% | 62.5%-7.2pp | 78.8%-23.5pp | 67.9%-12.6pp |
| Annual return | 10.60% | 35.85%-25.2pp | 134.42%-123.8pp | 28.85%-18.2pp |
| Employer contribution / active EE | $660 | $2,378-72.2% | $4,818-86.3% | $2,588-74.5% |
| Participant deferral / active EE | $1,146 | $2,917-60.7% | $5,680-79.8% | $4,289-73.3% |
| Admin fee / account holder | $183 | $1,261-85.5% | $13,210-98.6% | $1,587-88.5% |