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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $27,400 |
Filed as: KESTRA INVESTMENT SERVICES Service code 15 · EIN 74-2794194 | Recordkeeping | $10,178 |
TRINITY PENSION CONSULTANTS4+ years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 11 · EIN 20-4548831 202 MONTROSE WEST AVE. #290 · COPLEY, OH 44321 | Actuarial | $5,978 |
LINCOLN NATIONAL CORPORATION4+ years Filed as: LINCOLN NATIONAL CORP (CR27710) Service code 13 · EIN 35-1140070 | Contract Administrator | $1,025 |
LINCOLN NATIONAL CORPORATION4+ years Filed as: LINCOLN NATIONAL CORP (EX27710) Service code 13 · EIN 35-1140070 | Contract Administrator | $350 |
NFP RETIREMENT INC4+ years Filed as: NFP SECURITIES, INC. Service code 19 1250 CAPTIAL OF TEXAS HIGHWAY S · AUSTIN, TX 78746 | Securities Custodian | $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.
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 | $34,577 | $37,196-7.0% | $154,111-77.6% | $55,725-38.0% |
| Participation rate | 69.9% | 64.1%+5.8pp | 83.0%-13.2pp | 70.9%-1.0pp |
| Annual return | -6.40% | 1319.68%-1326.1pp | 735.18%-741.6pp | 244.93%-251.3pp |
| Employer contribution / active EE | $2,875 | $1,614+78.1% | $5,298-45.7% | $2,078+38.3% |
| Participant deferral / active EE | $1,974 | $2,068-4.5% | $5,081-61.1% | $3,356-41.2% |
| Admin fee / account holder | $122 | $102+20.2% | $13,411-99.1% | $115+6.0% |