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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $21,539 |
Filed as: PA RETIREMENT SOLUTIONS Service code 64 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Recordkeeping Fees | $20,928 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $19,656 |
RKL LLP4 years Service code 10 PO BOX 8408 · LANCASTER, PA 17604 | Accounting | $6,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $19,902 | $47,180-57.8% | $149,723-86.7% | $74,473-73.3% |
| Participation rate | 71.7% | 63.4%+8.3pp | 78.8%-7.1pp | 70.7%+1.0pp |
| Annual return | 13.07% | 22.75%-9.7pp | 134.50%-121.4pp | 34.36%-21.3pp |
| Employer contribution / active EE | $136 | $1,907-92.8% | $4,821-97.2% | $2,638-94.8% |
| Participant deferral / active EE | $2,851 | $2,730+4.4% | $5,682-49.8% | $4,530-37.1% |
| Admin fee / account holder | $123 | $343-64.3% | $13,215-99.1% | $347-64.7% |