Filed September 22, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $31,780 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL-RPCP Service code 28 · EIN 95-2834236 | Investment Management | $16,557 |
Service code 10 333 WEST BROAD STREET · COLUMBUS, OH 43215 | Accounting | $7,590 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,014 | $38,969-5.0% | $109,313-66.1% | $55,167-32.9% |
| Participation rate | 63.0% | 58.2%+4.8pp | 71.3%-8.2pp | 69.0%-6.0pp |
| Annual return | 8.52% | 8.26%+0.3pp | 22.07%-13.5pp | 169.23%-160.7pp |
| Employer contribution / active EE | $1,079 | $1,227-12.0% | $3,892-72.3% | $1,963-45.0% |
| Participant deferral / active EE | $1,895 | $2,176-12.9% | $3,166-40.1% | $3,054-37.9% |
| Admin fee / account holder | $134 | $501-73.2% | $5,666-97.6% | $504-73.4% |