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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $46,675 |
LPL FINANCIAL8+ years Filed as: NEXT FINANCIAL GROUP Service code 27 2500 WILCREST, STE 620 · HOUSTON, TX 770422757 | Advisory (Plan) | $37,445 |
MMA SECURITIES LLC2 years Filed as: ASSURED PARTNERS NE LLC Service code 99 · EIN 13-3866919 | Other Fees | $5,592 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,242 | $64,176+46.8% | $112,263-16.1% | $66,949+40.8% |
| Participation rate | 94.6% | 68.4%+26.2pp | 75.1%+19.6pp | 69.8%+24.8pp |
| Annual return | -11.18% | -13.80%+2.6pp | 27.49%-38.7pp | 1.57%-12.7pp |
| Employer contribution / active EE | $9,660 | $3,007+221.3% | $3,636+165.7% | $2,545+279.5% |
| Participant deferral / active EE | $1,839 | $3,694-50.2% | $4,729-61.1% | $4,239-56.6% |
| Admin fee / account holder | $16 | $626-97.5% | $6,410-99.8% | $594-97.4% |