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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $78,622 |
LPL FINANCIAL1+ years Filed as: WADDELL & REED, INC. Service code 22 6300 LAMAR AVE · SHAWNEE MISSION, KS 662019217 | Insurance Broker | $41,701 |
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION SERVICE Service code 10 · EIN 16-0874395 THE EDWARDS BLOCK · WESTBROOK, ME 04092 | Accounting | $12,484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,546 | $46,173-59.8% | $170,435-89.1% | $69,631-73.4% |
| Participation rate | 61.3% | 63.9%-2.6pp | 83.6%-22.3pp | 70.7%-9.4pp |
| Annual return | 19.62% | 21.62%-2.0pp | 205.94%-186.3pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $534 | $1,610-66.8% | $5,432-90.2% | $2,032-73.7% |
| Participant deferral / active EE | $1,301 | $2,080-37.5% | $4,939-73.7% | $3,224-59.7% |
| Admin fee / account holder | $182 | $116+56.8% | $13,881-98.7% | $110+64.6% |