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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $132,684 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC-RPCP Service code 22 · EIN 95-2834236 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 921502533 | Insurance Broker | $61,323 |
PENSION ASSURANCE LLP9+ years Filed as: THE PENSION SERVICE Service code 10 · EIN 16-0874395 127 WASHINGTON AVE · NORTH HAVEN, CT 06473 | Accounting | $14,355 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,013 | $46,464+11.9% | $150,298-65.4% | $79,634-34.7% |
| Participation rate | 32.7% | 57.0%-24.3pp | 77.8%-45.1pp | 62.5%-29.8pp |
| Annual return | 17.14% | 27.89%-10.7pp | 62.79%-45.6pp | 36.46%-19.3pp |
| Employer contribution / active EE | $608 | $1,512-59.8% | $4,154-85.4% | $2,529-75.9% |
| Participant deferral / active EE | $2,015 | $2,157-6.6% | $5,453-63.0% | $3,835-47.5% |
| Admin fee / account holder | $171 | $891-80.8% | $14,116-98.8% | $1,002-82.9% |