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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,849 |
INNOVATIVE PENSION4+ years Service code 12 · EIN 33-0166640 14251 DANIELSON STREET · POWAY, CA 92064 | Direct payment from the plan; Other i... | $5,038 |
LPL FINANCIAL4+ 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.
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 | $15,009 | $55,002-72.7% | $59,887-74.9% | $56,287-73.3% |
| Participation rate | 86.5% | 75.9%+10.6pp | 74.7%+11.8pp | 69.9%+16.7pp |
| Annual return | -4.36% | 1.13%-5.5pp | 3.46%-7.8pp | -9.96%+5.6pp |
| Employer contribution / active EE | $99 | $2,448-95.9% | $2,722-96.4% | $2,111-95.3% |
| Participant deferral / active EE | $2,089 | $3,121-33.1% | $3,402-38.6% | $3,350-37.6% |
| Admin fee / account holder | $154 | $236-34.5% | $3,591-95.7% | $521-70.4% |