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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 27 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Plan) | $42,883 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL, LLC Service code 53 | Insurance Commissions | $18,473 |
Service code 15 25 MERCHANT ST., STE. 135 · CINCINNATI, OH 45246 | Recordkeeping | $1,440 |
LPL FINANCIAL1+ years Filed as: LPL Service code 53 PO BOX 502308 · SAN DIEGO, CA 92150 | Insurance Commissions | $262 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 53 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,321 | $38,925-50.4% | $73,836-73.8% | $55,191-65.0% |
| Participation rate | 61.7% | 66.0%-4.3pp | 73.4%-11.7pp | 69.2%-7.4pp |
| Annual return | -1.76% | 6.31%-8.1pp | 2268.06%-2269.8pp | 10.78%-12.5pp |
| Employer contribution / active EE | $697 | $1,695-58.9% | $2,787-75.0% | $1,899-63.3% |
| Participant deferral / active EE | $1,218 | $2,351-48.2% | $3,583-66.0% | $3,046-60.0% |
| Admin fee / account holder | $32 | $83-61.3% | $4,882-99.3% | $91-64.7% |