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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $11,093 |
Filed as: PA RETIREMENT SOLUTIONS Service code 64 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Recordkeeping Fees | $6,686 |
LPL FINANCIAL3 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.
Annual investment return 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 | $12,801 | $62,928-79.7% | $172,753-92.6% | $67,582-81.1% |
| Participation rate | 63.2% | 64.5%-1.2pp | 82.6%-19.4pp | 71.3%-8.1pp |
| Annual return | 9.25% | 30.36%-21.1pp | 803.00%-793.8pp | 378.57%-369.3pp |
| Employer contribution / active EE | $525 | $1,636-67.9% | $5,144-89.8% | $2,148-75.6% |
| Participant deferral / active EE | $1,794 | $2,145-16.4% | $5,198-65.5% | $3,539-49.3% |
| Admin fee / account holder | $22 | $167-86.6% | $13,956-99.8% | $142-84.3% |