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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL LLC Service code 15 · EIN 95-2834236 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Recordkeeping | $13,711 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERVICES INC. Service code 15 | Recordkeeping | $5,445 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Recordkeeping | $931 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,888 | $55,446-28.1% | $155,574-74.4% | $74,429-46.4% |
| Participation rate | 98.2% | 61.9%+36.3pp | 78.2%+20.0pp | 67.2%+31.0pp |
| Annual return | 13.07% | 269.20%-256.1pp | 64.87%-51.8pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $4,226 | $2,266+86.5% | $4,676-9.6% | $2,625+61.0% |
| Participant deferral / active EE | $2,200 | $2,836-22.4% | $5,629-60.9% | $4,348-49.4% |
| Admin fee / account holder | $38 | $1,743-97.8% | $15,914-99.8% | $1,944-98.0% |