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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 28 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $21,269 |
NATIONAL ADMINISTRATION, INC.1+ years Service code 13 · EIN 39-1940444 878 W AIRPORT RD · MENASHA, WI 54952 | Contract Administrator | $10,370 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 95-2834236 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,463 | $51,288+78.3% | $81,983+11.6% | $73,409+24.6% |
| Participation rate | 55.1% | 64.0%-8.9pp | 69.2%-14.2pp | 72.2%-17.1pp |
| Annual return | 7.28% | 29.48%-22.2pp | 41.31%-34.0pp | 59.29%-52.0pp |
| Employer contribution / active EE | $264 | $1,487-82.3% | $2,498-89.4% | $2,234-88.2% |
| Participant deferral / active EE | $2,767 | $2,715+1.9% | $3,722-25.7% | $3,805-27.3% |
| Admin fee / account holder | $48 | $125-62.0% | $5,664-99.2% | $158-69.8% |