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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $8,737 |
Filed as: PA RETIREMENT SOLUTIONS Service code 64 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Recordkeeping Fees | $4,968 |
LPL FINANCIAL2 years 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.
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 | $10,229 | $37,196-72.5% | $154,108-93.4% | $55,725-81.6% |
| Participation rate | 55.1% | 64.1%-8.9pp | 83.0%-27.9pp | 70.9%-15.7pp |
| Annual return | 10.56% | 1319.68%-1309.1pp | 735.21%-724.6pp | 244.93%-234.4pp |
| Employer contribution / active EE | $391 | $1,614-75.8% | $5,298-92.6% | $2,078-81.2% |
| Participant deferral / active EE | $1,536 | $2,068-25.7% | $5,081-69.8% | $3,356-54.2% |
| Admin fee / account holder | $17 | $102-83.0% | $13,411-99.9% | $115-85.0% |