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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 27 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Plan) | $56,527 |
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL, LLC Service code 53 | Insurance Commissions | $23,248 |
Service code 15 25 MERCHANT ST., STE. 135 · CINCINNATI, OH 45246 | Recordkeeping | $1,620 |
LPL FINANCIAL6+ 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 | $26,949 | $52,722-48.9% | $90,461-70.2% | $73,412-63.3% |
| Participation rate | 66.3% | 67.7%-1.4pp | 72.7%-6.4pp | 72.2%-5.9pp |
| Annual return | 11.81% | 20.70%-8.9pp | 1294.76%-1283.0pp | 59.30%-47.5pp |
| Employer contribution / active EE | $832 | $1,872-55.6% | $3,264-74.5% | $2,234-62.8% |
| Participant deferral / active EE | $1,511 | $2,810-46.2% | $3,964-61.9% | $3,806-60.3% |
| Admin fee / account holder | $66 | $117-43.8% | $5,617-98.8% | $158-58.4% |