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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 26 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $21,114 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $18,009 |
PENTEGRA SERVICES, INC.4 years Filed as: APS PENTEGRA Service code 13 · EIN 13-3892096 5350 77 CENTER DR · CHARLOTTE, NC 28217 | Contract Administrator | $5,394 |
PROACCOUNT2 years Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $2,371 |
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 | $70,134 | $76,407-8.2% | $150,298-53.3% | $82,448-14.9% |
| Participation rate | 51.2% | 66.4%-15.2pp | 77.8%-26.5pp | 68.1%-16.8pp |
| Annual return | 14.79% | 39.99%-25.2pp | 62.79%-48.0pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,486 | $2,614-43.1% | $4,154-64.2% | $2,551-41.7% |
| Participant deferral / active EE | $3,061 | $3,214-4.8% | $5,453-43.9% | $4,139-26.1% |
| Admin fee / account holder | $258 | $6,352-95.9% | $14,116-98.2% | $7,234-96.4% |