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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $77,583 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES Service code 15 | Recordkeeping | $31,040 |
TRINITY PENSION CONSULTANTS1+ years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 11 · EIN 20-4548831 202 MONTROSE WEST AVE. #290 · COPLEY, OH 44321 | Actuarial | $12,544 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN NATIONAL CORP (CR27710) Service code 13 · EIN 35-1140070 | Contract Administrator | $1,250 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN NATIONAL CORP (EX27710) Service code 13 · EIN 35-1140070 | Contract Administrator | $350 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC. Service code 19 1250 CAPTIAL OF TEXAS HIGHWAY S · AUSTIN, TX 78746 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,903 | $37,117-19.4% | $147,617-79.7% | $55,191-45.8% |
| Participation rate | 81.0% | 63.6%+17.4pp | 84.6%-3.6pp | 69.2%+11.9pp |
| Annual return | -1.39% | 3.44%-4.8pp | 61.98%-63.4pp | 10.78%-12.2pp |
| Employer contribution / active EE | $3,089 | $1,620+90.6% | $5,564-44.5% | $1,899+62.7% |
| Participant deferral / active EE | $1,991 | $1,985+0.3% | $4,895-59.3% | $3,046-34.7% |
| Admin fee / account holder | $105 | $86+22.7% | $11,612-99.1% | $91+15.7% |