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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 27 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Plan) | $48,149 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL, LLC Service code 53 | Insurance Commissions | $18,414 |
Service code 15 25 MERCHANT ST., STE. 135 · CINCINNATI, OH 45246 | Recordkeeping | $1,140 |
LPL FINANCIAL3+ 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.
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 | $20,988 | $46,100-54.5% | $86,582-75.8% | $69,631-69.9% |
| Participation rate | 61.0% | 67.2%-6.1pp | 73.5%-12.5pp | 70.7%-9.7pp |
| Annual return | 14.05% | 21.02%-7.0pp | 965.08%-951.0pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $668 | $1,850-63.9% | $2,839-76.5% | $2,032-67.1% |
| Participant deferral / active EE | $1,074 | $2,432-55.8% | $3,609-70.2% | $3,224-66.7% |
| Admin fee / account holder | $38 | $94-59.4% | $4,904-99.2% | $110-65.5% |