Filed July 20, 2023
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL, LLC Service code 53 | Insurance Commissions | $33,841 |
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,783 |
Service code 13 | Contract Administrator | $3,514 |
Filed as: NEPSIS RETIREMENT PLAN SERVICES, IN Service code 13 · EIN 46-0849423 8674 EAGLE CREEK CIRCLE · SAVAGE, MN 55378 | Contract Administrator | $2,965 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 53 · EIN 95-2834236 4707 EXECUTIVE DRIVE · 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 | $104,104 | $64,909+60.4% | $82,312+26.5% | $62,293+67.1% |
| Participation rate | 94.2% | 74.9%+19.4pp | 76.9%+17.4pp | 69.5%+24.7pp |
| Annual return | 13.67% | 21.18%-7.5pp | 25.88%-12.2pp | 28.90%-15.2pp |
| Employer contribution / active EE | $4,042 | $1,676+141.2% | $2,428+66.5% | $2,042+97.9% |
| Participant deferral / active EE | $4,619 | $3,103+48.8% | $3,706+24.6% | $3,169+45.8% |
| Admin fee / account holder | $17 | $440-96.0% | $5,608-99.7% | $479-96.4% |