Filed July 20, 2023
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 53 | Insurance Commissions | $29,577 |
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $5,346 |
Filed as: NEPSIS RETIREMENT SERVICES INC. Service code 13 | Contract Administrator | $3,292 |
Filed as: NEPSIS RETIREMENT SERVICES Service code 13 · EIN 46-0849423 8692 EAGLE CREEK CIRCLE · MINNEAPOLIS, MN 55378 | Contract Administrator | $3,055 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 53 · EIN 95-2834236 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Insurance Commissions | $0 |
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 | $100,281 | $60,165+66.7% | $74,184+35.2% | $55,167+81.8% |
| Participation rate | 97.8% | 74.2%+23.6pp | 76.6%+21.1pp | 69.0%+28.8pp |
| Annual return | 7.12% | 10.00%-2.9pp | 17.74%-10.6pp | 169.23%-162.1pp |
| Employer contribution / active EE | $3,791 | $1,600+137.0% | $2,370+59.9% | $1,963+93.2% |
| Participant deferral / active EE | $4,502 | $2,973+51.5% | $3,550+26.8% | $3,054+47.4% |
| Admin fee / account holder | $19 | $419-95.4% | $5,586-99.7% | $504-96.1% |