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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $28,188 |
LINCOLN NATIONAL CORPORATION8+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 99 | Other Fees | $16,655 |
INTAC ACTUARIAL SERVICES6 years Filed as: INTAC ACTUARIAL SERVICES INC. Service code 15 · EIN 11-3401702 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $3,775 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 · EIN 13-4109249 | Advisory (Participants) | $2,989 |
LINCOLN NATIONAL CORPORATION6 years Filed as: LINCOLN FINANCIAL ADVISORS COR Service code 26 | Advisory (Participants) | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,371 | $63,442-25.3% | $68,791-31.1% | $66,914-29.2% |
| Participation rate | 30.6% | 60.0%-29.3pp | 69.0%-38.4pp | 69.8%-39.2pp |
| Annual return | -10.50% | -8.29%-2.2pp | -6.38%-4.1pp | 1.58%-12.1pp |
| Employer contribution / active EE | $213 | $1,775-88.0% | $2,655-92.0% | $2,544-91.6% |
| Participant deferral / active EE | $1,520 | $2,945-48.4% | $3,941-61.4% | $4,237-64.1% |
| Admin fee / account holder | $53 | $577-90.9% | $4,932-98.9% | $593-91.1% |