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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $68,714 |
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 15 13000 S. CLINTON ST · FORT WAYNE, IN 46802 | Recordkeeping | $31,973 |
PENTEGRA SERVICES, INC.1 year Filed as: APS-PENTEGA Service code 15 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Recordkeeping | $23,884 |
Filed as: MEEDER ADVISORY SERVICES Service code 26 · EIN 31-1332744 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Advisory (Participants) | $7,588 |
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 | $16,847 | $37,196-54.7% | $154,111-89.1% | $55,725-69.8% |
| Participation rate | 78.6% | 64.1%+14.5pp | 83.0%-4.5pp | 70.9%+7.7pp |
| Annual return | -0.71% | 1319.68%-1320.4pp | 735.18%-735.9pp | 244.93%-245.6pp |
| Employer contribution / active EE | $1,895 | $1,614+17.4% | $5,298-64.2% | $2,078-8.8% |
| Participant deferral / active EE | $487 | $2,068-76.4% | $5,081-90.4% | $3,356-85.5% |
| Admin fee / account holder | $213 | $102+109.4% | $13,411-98.4% | $115+84.7% |