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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.
Employer contribution per participant 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 | $30,835 | $36,904-16.4% | $158,223-80.5% | $65,191-52.7% |
| Participation rate | 68.7% | 62.1%+6.6pp | 79.2%-10.5pp | 63.0%+5.7pp |
| Annual return | 13.41% | 24.43%-11.0pp | 52.09%-38.7pp | 51.24%-37.8pp |
| Employer contribution / active EE | $256 | $1,489-82.8% | $4,109-93.8% | $2,400-89.4% |
| Participant deferral / active EE | $2,921 | $1,936+50.9% | $5,467-46.6% | $2,671+9.4% |
| Admin fee / account holder | $130 | $793-83.6% | $16,047-99.2% | $907-85.7% |