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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $4,271 |
PENTEGRA SERVICES, INC.3 years Filed as: APS PENTEGRA Service code 13 · EIN 13-3892096 5350 77 CENTER DR · CHARLOTTE, NC 28217 | Contract Administrator | $2,558 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $1,999 |
NATIONWIDE3 years Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $599 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,229 | $55,437+1.4% | $155,534-63.8% | $74,459-24.5% |
| Participation rate | 56.2% | 61.9%-5.7pp | 78.2%-22.0pp | 67.2%-11.0pp |
| Annual return | 14.32% | 269.58%-255.3pp | 64.92%-50.6pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $1,696 | $2,266-25.2% | $4,675-63.7% | $2,626-35.4% |
| Participant deferral / active EE | $5,140 | $2,837+81.2% | $5,630-8.7% | $4,350+18.2% |
| Admin fee / account holder | $215 | $1,742-87.7% | $15,900-98.6% | $1,945-89.0% |