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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,835 | $46,464-33.6% | $150,298-79.5% | $79,634-61.3% |
| Participation rate | 68.7% | 57.0%+11.7pp | 77.8%-9.1pp | 62.5%+6.2pp |
| Annual return | 13.41% | 27.89%-14.5pp | 62.79%-49.4pp | 36.46%-23.1pp |
| Employer contribution / active EE | $256 | $1,512-83.1% | $4,154-93.8% | $2,529-89.9% |
| Participant deferral / active EE | $2,921 | $2,157+35.5% | $5,453-46.4% | $3,835-23.8% |
| Admin fee / account holder | $130 | $891-85.4% | $14,116-99.1% | $1,002-87.0% |