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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 26 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $22,334 |
RETIREMENT PLANS, INC.1 year Service code 14 · EIN 90-0734163 124 DORCHESTER SQUARE STE B · WESTERVILLE, OH 43081 | Plan Administrator | $6,559 |
THE PENSION DESIGN GROUP4+ years Service code 14 · EIN 31-1081385 760 LAKEVIEW PLAZA BLVD · WORTHINGTON, OH 430856720 | Plan Administrator | $6,360 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS COR Service code 14 1300 S CLINTON ST. · FORT WAYNE, IN 46802 | Plan Administrator | $1,863 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,551 | $48,576-45.3% | $169,463-84.3% | $56,287-52.8% |
| Participation rate | 46.3% | 65.8%-19.5pp | 77.8%-31.5pp | 69.9%-23.5pp |
| Annual return | -5.52% | -2.51%-3.0pp | 1.83%-7.4pp | -9.96%+4.4pp |
| Employer contribution / active EE | $266 | $1,559-82.9% | $4,159-93.6% | $2,111-87.4% |
| Participant deferral / active EE | $1,582 | $3,275-51.7% | $5,277-70.0% | $3,350-52.8% |
| Admin fee / account holder | $0 | $435-100.0% | $9,109-100.0% | $521-100.0% |