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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 27 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Plan) | $43,367 |
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL LLC Service code 53 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Insurance Commissions | $16,530 |
Service code 15 25 MERCHANT ST., STE. 135 · CINCINNATI, OH 45246 | Recordkeeping | $3,440 |
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.
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 | $10,316 | $47,766-78.4% | $82,744-87.5% | $64,819-84.1% |
| Participation rate | 98.2% | 67.7%+30.5pp | 72.6%+25.6pp | 71.5%+26.7pp |
| Annual return | -15.38% | -13.06%-2.3pp | 702.22%-717.6pp | 32.84%-48.2pp |
| Employer contribution / active EE | $1,335 | $2,182-38.8% | $3,008-55.6% | $2,507-46.8% |
| Participant deferral / active EE | $0 | $3,332-100.0% | $4,395-100.0% | $4,311-100.0% |
| Admin fee / account holder | $41 | $143-71.1% | $5,325-99.2% | $188-78.0% |