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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $27,360 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 53 · EIN 95-2834236 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Insurance Commissions | $26,649 |
Service code 13 · EIN 39-1967492 878 AIRPORT RD · MENASHA, WI 54952 | Contract Administrator | $5,692 |
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 | $44,888 | $73,404-38.8% | $87,103-48.5% | $67,582-33.6% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 20.58% | 48.29%-27.7pp | 28.19%-7.6pp | 378.57%-358.0pp |
| Employer contribution / active EE | $4,417 | $2,014+119.3% | $2,521+75.2% | $2,148+105.6% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,049-100.0% | $3,539-100.0% |
| Admin fee / account holder | $9 | $142-93.5% | $7,491-99.9% | $142-93.5% |