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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $28,239 |
Filed as: PA RETIREMENT SOLUTIONS Service code 13 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $21,231 |
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $21,092 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON FIDUCIARY Service code 51 · EIN 99-9552241 | Investment Mgmt Fees | $1,794 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,835 | $38,165-19.2% | $189,758-83.8% | $69,255-55.5% |
| Participation rate | 68.7% | 66.7%+2.0pp | 79.8%-11.1pp | 69.0%-0.4pp |
| Annual return | 13.41% | 14.65%-1.2pp | 52.62%-39.2pp | 26.73%-13.3pp |
| Employer contribution / active EE | $256 | $1,589-83.9% | $4,767-94.6% | $2,645-90.3% |
| Participant deferral / active EE | $2,921 | $2,073+40.9% | $5,856-50.1% | $2,890+1.1% |
| Admin fee / account holder | $130 | $714-81.8% | $20,388-99.4% | $733-82.2% |