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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $108,682 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC-RPCP Service code 22 · EIN 95-2834236 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 921502533 | Insurance Broker | $77,858 |
PENSION ASSURANCE LLP8+ years Filed as: THE PENSION SERVICE Service code 10 · EIN 16-0874395 127 WASHINGTON AVE · NORTH HAVEN, CT 06473 | Accounting | $7,933 |
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 | $44,841 | $50,902-11.9% | $155,534-71.2% | $77,736-42.3% |
| Participation rate | 31.5% | 63.1%-31.6pp | 78.2%-46.7pp | 70.6%-39.1pp |
| Annual return | 10.87% | 34.85%-24.0pp | 64.92%-54.0pp | 31.26%-20.4pp |
| Employer contribution / active EE | $575 | $1,991-71.1% | $4,675-87.7% | $2,728-78.9% |
| Participant deferral / active EE | $1,943 | $2,824-31.2% | $5,630-65.5% | $4,651-58.2% |
| Admin fee / account holder | $185 | $437-57.7% | $15,900-98.8% | $433-57.3% |