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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,210 |
LPL FINANCIAL4 years Filed as: WADDELL & REED, INC. Service code 26 6300 LAMAR AVE · SHAWNEE MISSION, KS 662019217 | Advisory (Participants) | $4,291 |
Service code 13 · EIN 41-2064284 1075 WASHINGTON STREET · EUGENE, OK 97401 | Contract Administrator | $3,104 |
Service code 28 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Investment Management | $347 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,234 | $52,967-71.2% | $172,753-91.2% | $65,186-76.6% |
| Participation rate | 66.9% | 66.2%+0.7pp | 82.6%-15.7pp | 70.2%-3.3pp |
| Annual return | 16.70% | 30.12%-13.4pp | 803.00%-786.3pp | 29.39%-12.7pp |
| Employer contribution / active EE | $1,608 | $2,190-26.6% | $5,144-68.7% | $2,177-26.1% |
| Participant deferral / active EE | $883 | $2,471-64.3% | $5,198-83.0% | $3,514-74.9% |
| Admin fee / account holder | $0 | $472-100.0% | $13,956-100.0% | $847-100.0% |