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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 28 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $29,149 |
NATIONAL ADMINISTRATION, INC.3+ years Service code 13 · EIN 39-1940444 878 W AIRPORT RD · MENASHA, WI 54952 | Contract Administrator | $12,236 |
LPL FINANCIAL1 year 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,261 | $44,764+63.7% | $68,791+6.5% | $64,808+13.0% |
| Participation rate | 42.1% | 64.8%-22.7pp | 69.0%-26.9pp | 71.5%-29.4pp |
| Annual return | -15.44% | -10.91%-4.5pp | -6.38%-9.1pp | 32.82%-48.3pp |
| Employer contribution / active EE | $246 | $1,775-86.1% | $2,655-90.7% | $2,506-90.2% |
| Participant deferral / active EE | $2,357 | $3,238-27.2% | $3,941-40.2% | $4,310-45.3% |
| Admin fee / account holder | $40 | $151-73.5% | $4,932-99.2% | $188-78.6% |