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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,212 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC-RPCP Service code 49 · EIN 95-2834236 | Other Services | $9,070 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,733 | $46,732-53.5% | $156,551-86.1% | $55,167-60.6% |
| Participation rate | 79.1% | 65.8%+13.3pp | 84.0%-4.9pp | 69.0%+10.1pp |
| Annual return | -0.03% | 17.72%-17.7pp | 32.23%-32.3pp | 169.23%-169.3pp |
| Employer contribution / active EE | $2,321 | $2,105+10.3% | $5,501-57.8% | $1,963+18.3% |
| Participant deferral / active EE | $2,126 | $2,204-3.5% | $4,871-56.4% | $3,054-30.4% |
| Admin fee / account holder | $110 | $418-73.7% | $13,028-99.2% | $504-78.2% |