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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 39-1940444 878 W AIRPORT RD · MENASHA, WI 54952 | Recordkeeping | $1,500 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 95-2834236 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $0 |
Filed as: MORGAN STANLEY INS SVCS INC Service code 13 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Contract Administrator | $0 |
NATIONWIDE3 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | -$25,121 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $112,131-100.0% | $95,964-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 77.1%-77.1pp | 82.0%-82.0pp |
| Annual return | -99.38% | 171.19%-270.6pp | 91.64%-191.0pp | 302.99%-402.4pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |