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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $40,026 |
LPL FINANCIAL5 years Service code 26 ATTN COMMISSIONS DEPT · SAN DIEGO, CA 92121 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,538 | $65,092-23.9% | $143,799-65.6% | $66,938-26.0% |
| Participation rate | 51.2% | 65.2%-14.0pp | 80.3%-29.1pp | 69.8%-18.6pp |
| Annual return | -18.46% | -11.14%-7.3pp | -0.04%-18.4pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,061 | $2,362-55.1% | $4,952-78.6% | $2,545-58.3% |
| Participant deferral / active EE | $2,550 | $2,920-12.7% | $5,638-54.8% | $4,238-39.8% |
| Admin fee / account holder | $43 | $502-91.5% | $14,677-99.7% | $594-92.8% |