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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $58,436 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 15 | Recordkeeping | $14,118 |
INTAC ACTUARIAL SERVICES3+ years Filed as: INTAC ACTUARIAL SERVICES, INC Service code 15 | Recordkeeping | $2,551 |
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 | $31,600 | $55,453-43.0% | $170,435-81.5% | $62,293-49.3% |
| Participation rate | 99.0% | 66.4%+32.6pp | 83.6%+15.4pp | 69.5%+29.5pp |
| Annual return | 16.58% | 21.38%-4.8pp | 205.94%-189.4pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,766 | $2,164-18.4% | $5,432-67.5% | $2,042-13.5% |
| Participant deferral / active EE | $1,026 | $2,303-55.4% | $4,939-79.2% | $3,169-67.6% |
| Admin fee / account holder | $251 | $455-44.8% | $13,881-98.2% | $479-47.6% |