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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 27 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Plan) | $33,012 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 53 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Insurance Commissions | $13,662 |
Service code 15 25 MERCHANT ST., STE. 135 · CINCINNATI, OH 45246 | Recordkeeping | $3,440 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,599 | $43,423-75.6% | $78,676-86.5% | $55,167-80.8% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 5.23% | 11.53%-6.3pp | 62.19%-57.0pp | 169.23%-164.0pp |
| Employer contribution / active EE | $1,012 | $1,997-49.3% | $2,850-64.5% | $1,963-48.5% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $28 | $416-93.3% | $4,510-99.4% | $504-94.5% |