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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 53 · EIN 95-2834236 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Insurance Commissions | $25,428 |
NATIONWIDE1 year Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,644 |
Service code 13 | Contract Administrator | $1,267 |
Filed as: NEPSIS RETIREMENT PLAN SERVICES, IN Service code 13 · EIN 46-0849423 8674 EAGLE CREEK CIRCLE · SAVAGE, MN 55378 | Contract Administrator | $1,200 |
Service code 13 · EIN 39-1967492 878 AIRPORT RD · MENASHA, WI 54952 | Contract Administrator | $260 |
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 | $39,145 | $65,118-39.9% | $76,767-49.0% | $55,725-29.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | -4.06% | -1.27%-2.8pp | 2.43%-6.5pp | 244.93%-249.0pp |
| Employer contribution / active EE | $4,404 | $1,941+126.9% | $2,485+77.2% | $2,078+111.9% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $4 | $116-96.7% | $6,675-99.9% | $115-96.7% |