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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,065 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL LLC-RPCP Service code 26 · EIN 95-2834236 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 921502533 | Advisory (Participants) | $11,472 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 12 · EIN 35-2015845 9465 COUNSELORS ROW STE 120 · INDIANAPOLIS, IN 46240 | Recordkeeping and information managem... | $850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,062 | $54,213-44.5% | $93,696-67.9% | $77,736-61.3% |
| Participation rate | 16.3% | 64.0%-47.7pp | 68.7%-52.4pp | 70.6%-54.3pp |
| Annual return | 10.49% | 30.55%-20.1pp | 133.74%-123.3pp | 31.26%-20.8pp |
| Employer contribution / active EE | $283 | $1,168-75.8% | $2,422-88.3% | $2,728-89.6% |
| Participant deferral / active EE | $400 | $3,145-87.3% | $4,417-91.0% | $4,651-91.4% |
| Admin fee / account holder | $114 | $575-80.1% | $8,287-98.6% | $433-73.7% |