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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,787 |
HERBEIN & COMPANY, INC.1+ years Filed as: HERBEIN & COMPANY Service code 10 · EIN 23-2415973 ONE NORTH SHORE CENTER · PITTSBURGH, PA 15212 | Accounting | $11,779 |
DUNBAR, BENDER & ZAPF, INC.1+ years Service code 15 · EIN 25-1650062 SUITE 1100 · PITTSBURGH, PA 15219 | Recordkeeping | $900 |
LPL FINANCIAL1+ years Filed as: LPL Service code 99 PO BOX 502308 · SAN DIEGO, CA 92150 | Other Fees | $0 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL, LLC Service code 99 PO BOX 509026 · SAN DIEGO, CA 921503091 | Other Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,242 | $51,708-70.5% | $106,619-85.7% | $62,881-75.8% |
| Participation rate | 84.3% | 66.9%+17.5pp | 78.0%+6.3pp | 69.3%+15.0pp |
| Annual return | 7.32% | 4.69%+2.6pp | 9.42%-2.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $444 | $2,315-80.8% | $3,930-88.7% | $3,203-86.2% |
| Admin fee / account holder | $219 | $3,349-93.5% | $6,418-96.6% | $4,296-94.9% |