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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 12 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Participant loan processing; Recordke... | $17,555 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN INVESTMENT PLANNING LLC Service code 27 · EIN 23-1702591 601 OFFICE CENTER DR., STE 300 · FORT WASHINGTON, PA 19034 | Advisory (Plan) | $0 |
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 | $27,831 | $46,464-40.1% | $150,298-81.5% | $79,634-65.1% |
| Participation rate | 23.4% | 57.0%-33.6pp | 77.8%-54.4pp | 62.5%-39.1pp |
| Annual return | 25.14% | 27.89%-2.7pp | 62.79%-37.6pp | 36.46%-11.3pp |
| Employer contribution / active EE | $443 | $1,512-70.7% | $4,154-89.3% | $2,529-82.5% |
| Participant deferral / active EE | $983 | $2,157-54.4% | $5,453-82.0% | $3,835-74.4% |
| Admin fee / account holder | $25 | $891-97.2% | $14,116-99.8% | $1,002-97.5% |