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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $38,490 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 13 | Contract Administrator | $20,584 |
PENTEGRA SERVICES, INC.1+ years Filed as: APS-PENTEGRA Service code 64 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Recordkeeping Fees | $15,675 |
Filed as: MEEDER ADVISORY SERVICES INC. Service code 26 · EIN 31-1332744 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Advisory (Participants) | $3,962 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 34-1140070 | Contract Administrator | $1,000 |
PENTEGRA SERVICES, INC.1+ years Filed as: APS PENTEGRA Service code 64 | Recordkeeping Fees | $126 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,143 | $36,916-64.4% | $156,551-91.6% | $57,658-77.2% |
| Participation rate | 72.2% | 63.4%+8.8pp | 84.0%-11.8pp | 70.2%+2.0pp |
| Annual return | 1.04% | 12.38%-11.3pp | 32.23%-31.2pp | 5.13%-4.1pp |
| Employer contribution / active EE | $1,648 | $1,571+4.9% | $5,501-70.0% | $1,974-16.5% |
| Participant deferral / active EE | $510 | $1,926-73.5% | $4,871-89.5% | $3,061-83.3% |
| Admin fee / account holder | $133 | $82+61.8% | $13,028-99.0% | $95+41.2% |