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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $35,987 |
LPL FINANCIAL9+ years Filed as: NEXT FINANCIAL GROUP Service code 27 2500 WILCREST, STE 620 · HOUSTON, TX 770422757 | Advisory (Plan) | $29,545 |
MMA SECURITIES LLC3 years Filed as: ASSURED PARTNERS NE LLC Service code 99 · EIN 13-3866919 | Other Fees | $5,883 |
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 | $108,942 | $76,696+42.0% | $96,538+12.8% | $71,529+52.3% |
| Participation rate | 89.7% | 66.6%+23.2pp | 74.3%+15.4pp | 67.9%+21.8pp |
| Annual return | 13.28% | 48.32%-35.0pp | 35.74%-22.5pp | 28.97%-15.7pp |
| Employer contribution / active EE | $8,919 | $3,032+194.2% | $3,740+138.5% | $2,590+244.4% |
| Participant deferral / active EE | $1,749 | $3,770-53.6% | $4,880-64.2% | $4,291-59.2% |
| Admin fee / account holder | $21 | $2,030-98.9% | $6,737-99.7% | $1,588-98.7% |