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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $8,219 |
Filed as: PA RETIREMENT SOLUTIONS Service code 64 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Recordkeeping Fees | $2,196 |
LPL FINANCIAL1 year Filed as: WADDELL & REED Service code 51 6300 LAMAR AVE · SHAWNEE MISSION, KS 662019217 | Investment Mgmt Fees | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,636 | $46,173-79.1% | $170,435-94.3% | $69,631-86.2% |
| Participation rate | 50.4% | 63.9%-13.5pp | 83.6%-33.2pp | 70.7%-20.2pp |
| Annual return | 183.85% | 21.62%+162.2pp | 205.94%-22.1pp | 27571.02%-27387.2pp |
| Employer contribution / active EE | $147 | $1,610-90.8% | $5,432-97.3% | $2,032-92.7% |
| Participant deferral / active EE | $1,298 | $2,080-37.6% | $4,939-73.7% | $3,224-59.7% |
| Admin fee / account holder | $10 | $116-91.7% | $13,881-99.9% | $110-91.3% |