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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,494 |
PENTEGRA SERVICES, INC.9+ years Filed as: APS-PENTEGRA Service code 15 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Recordkeeping | $14,197 |
LINCOLN NATIONAL CORPORATION9+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 15 | Recordkeeping | $625 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL, LLC Service code 26 · EIN 95-2834236 4707 EXECUTIVE DR · SAN DIEGO, CA 43215 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $29,587 | $50,860-41.8% | $155,574-81.0% | $77,714-61.9% |
| Participation rate | 59.2% | 63.1%-3.9pp | 78.2%-19.0pp | 70.6%-11.3pp |
| Annual return | 22.60% | 34.86%-12.3pp | 64.87%-42.3pp | 31.26%-8.7pp |
| Employer contribution / active EE | $2,973 | $1,991+49.3% | $4,676-36.4% | $2,727+9.0% |
| Participant deferral / active EE | $621 | $2,825-78.0% | $5,629-89.0% | $4,649-86.6% |
| Admin fee / account holder | $0 | $436-100.0% | $15,914-100.0% | $433-100.0% |