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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $12,878 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC-RPCP Service code 28 · EIN 95-2834236 RPCP COMPENSATION PROCESSING PO BOX · SAN DIEGO, CA 92150 | Investment Management | $10,524 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $141 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 55-0000000 | Investment Management | $30 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,110 | $58,234-58.6% | $81,783-70.5% | $80,874-70.2% |
| Participation rate | 69.0% | 63.4%+5.5pp | 72.4%-3.4pp | 67.6%+1.3pp |
| Annual return | 14.00% | 41.70%-27.7pp | 775.05%-761.0pp | 35.62%-21.6pp |
| Employer contribution / active EE | $1,047 | $2,341-55.3% | $2,913-64.0% | $2,756-62.0% |
| Participant deferral / active EE | $2,217 | $3,283-32.5% | $4,320-48.7% | $4,297-48.4% |
| Admin fee / account holder | $96 | $4,982-98.1% | $7,380-98.7% | $6,935-98.6% |