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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LIGHTHOUSE ADVISORY SERVICES, INC Service code 27 · EIN 83-3037363 | Advisory (Plan) | $27,021 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,266 |
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 | $23,947 | $60,139-60.2% | $90,461-73.5% | $79,856-70.0% |
| Participation rate | 90.5% | 65.0%+25.5pp | 72.7%+17.8pp | 69.6%+20.8pp |
| Annual return | 15.96% | 71.96%-56.0pp | 1294.76%-1278.8pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,293 | $2,069-37.5% | $3,264-60.4% | $2,471-47.7% |
| Participant deferral / active EE | $2,613 | $2,939-11.1% | $3,964-34.1% | $3,741-30.2% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,617-100.0% | $5,306-100.0% |