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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $91,470 |
PENTEGRA SERVICES, INC.7+ years Filed as: APS-PENTEGRA Service code 15 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Recordkeeping | $17,951 |
Filed as: MEEDER ADVISORY SERVICES, INC Service code 26 · EIN 31-1332744 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Advisory (Participants) | $8,935 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL, LLC Service code 26 · EIN 95-2834236 4707 EXECUTIVE DR · SAN DIEGO, CA 43215 | Advisory (Participants) | $3,777 |
LINCOLN NATIONAL CORPORATION7+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 15 1300 S. CLINTON ST · FORT WAYNE, IN 46802 | Recordkeeping | $1,900 |
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 | $21,432 | $46,325-53.7% | $143,788-85.1% | $64,814-66.9% |
| Participation rate | 70.2% | 64.2%+6.0pp | 80.3%-10.1pp | 71.5%-1.2pp |
| Annual return | -15.03% | -10.05%-5.0pp | -0.03%-15.0pp | 32.84%-47.9pp |
| Employer contribution / active EE | $2,557 | $1,911+33.8% | $4,952-48.4% | $2,507+2.0% |
| Participant deferral / active EE | $547 | $2,647-79.3% | $5,638-90.3% | $4,310-87.3% |
| Admin fee / account holder | $3 | $154-98.3% | $14,675-100.0% | $188-98.6% |