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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,112 |
INNOVATIVE PENSION1+ years Service code 12 · EIN 33-0166640 14251 DANIELSON STREET · POWAY, CA 92064 | Claims processing; Recordkeeping and ... | $6,797 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 17 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Pension Consulting | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,055 | $51,769-69.0% | $57,356-72.0% | $52,331-69.3% |
| Participation rate | 72.5% | 75.2%-2.8pp | 75.1%-2.6pp | 68.1%+4.4pp |
| Annual return | -1.58% | 2.43%-4.0pp | 24.41%-26.0pp | 4.54%-6.1pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,260 | $2,794-54.9% | $3,162-60.2% | $3,022-58.3% |
| Admin fee / account holder | $72 | $295-75.5% | $3,357-97.9% | $592-87.8% |