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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $80,086 |
Filed as: KESTRA INVESTMENT SERVICES Service code 15 · EIN 74-2794194 | Recordkeeping | $26,434 |
TRINITY PENSION CONSULTANTS3+ years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 11 · EIN 20-4548831 202 MONTROSE WEST AVE. #290 · COPLEY, OH 44321 | Actuarial | $14,112 |
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN NATIONAL CORP (CR27710) Service code 13 · EIN 35-1140070 | Contract Administrator | $1,225 |
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN NATIONAL CORP (EX27710) Service code 13 · EIN 35-1140070 | Contract Administrator | $300 |
NFP RETIREMENT INC3+ years Filed as: NFP SECURITIES, INC. Service code 19 1250 CAPTIAL OF TEXAS HIGHWAY S · AUSTIN, TX 78746 | Securities Custodian | $0 |
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 | $38,474 | $46,173-16.7% | $170,435-77.4% | $69,631-44.7% |
| Participation rate | 82.3% | 63.9%+18.4pp | 83.6%-1.3pp | 70.7%+11.6pp |
| Annual return | 16.72% | 21.62%-4.9pp | 205.94%-189.2pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $3,031 | $1,610+88.3% | $5,432-44.2% | $2,032+49.1% |
| Participant deferral / active EE | $2,021 | $2,080-2.8% | $4,939-59.1% | $3,224-37.3% |
| Admin fee / account holder | $54 | $116-53.6% | $13,881-99.6% | $110-51.3% |