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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,471 |
LPL FINANCIAL1 year Filed as: WADDELL & REED, INC. Service code 22 | Insurance Broker | $10,784 |
PENTEGRA SERVICES, INC.2+ years Filed as: APS- PENTEGRA Service code 15 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Recordkeeping | $8,808 |
PENTEGRA SERVICES, INC.1 year Filed as: APS-PENTEGRA Service code 15 | Recordkeeping | $3,048 |
W & R INSURANCE AGENCY1 year Filed as: W&R INSURANCE AGENCY Service code 22 | Insurance Broker | $1,267 |
W & R INSURANCE AGENCY2+ years Service code 22 6300 LAMAR AVENUE · SHAWNEE MISSION, KS 66201 | Insurance Broker | $0 |
LPL FINANCIAL2+ years Filed as: WADDELL & REED INC Service code 22 LAMAR AVENUE · SHAWNEE MISSION, KS 662019217 | Insurance Broker | $0 |
Participant contribution per participant 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 | $14,447 | $43,423-66.7% | $78,675-81.6% | $55,167-73.8% |
| Participation rate | 77.3% | 68.0%+9.3pp | 73.6%+3.7pp | 69.0%+8.3pp |
| Annual return | 5.56% | 11.53%-6.0pp | 62.19%-56.6pp | 169.23%-163.7pp |
| Employer contribution / active EE | $928 | $1,997-53.5% | $2,850-67.4% | $1,963-52.7% |
| Participant deferral / active EE | $405 | $2,509-83.9% | $3,517-88.5% | $3,054-86.8% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |