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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 27 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Plan) | $35,924 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 53 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Insurance Commissions | $12,546 |
Service code 15 25 MERCHANT ST., STE. 135 · CINCINNATI, OH 45246 | Recordkeeping | $3,080 |
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 | $12,523 | $50,637-75.3% | $86,582-85.5% | $62,293-79.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 13.12% | 20.80%-7.7pp | 965.08%-952.0pp | 28.90%-15.8pp |
| Employer contribution / active EE | $1,078 | $2,075-48.1% | $2,839-62.0% | $2,042-47.2% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $31 | $413-92.5% | $4,904-99.4% | $479-93.5% |