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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $93,342 |
PENSION ASSURANCE LLP2+ years Filed as: THE PENSION SERVICE Service code 10 · EIN 16-0874395 THE EDWARDS BLOCK · WESTBROOK, ME 04092 | Accounting | $11,626 |
LPL FINANCIAL2+ years Filed as: WADDELL & REED, INC. Service code 22 6300 LAMAR AVE · SHAWNEE MISSION, KS 662019217 | Insurance Broker | $0 |
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 | $19,124 | $37,196-48.6% | $154,114-87.6% | $55,725-65.7% |
| Participation rate | 48.7% | 64.1%-15.4pp | 83.0%-34.4pp | 70.9%-22.2pp |
| Annual return | -5.74% | 1319.68%-1325.4pp | 735.16%-740.9pp | 244.93%-250.7pp |
| Employer contribution / active EE | $380 | $1,614-76.4% | $5,298-92.8% | $2,078-81.7% |
| Participant deferral / active EE | $1,310 | $2,068-36.7% | $5,081-74.2% | $3,356-61.0% |
| Admin fee / account holder | $208 | $102+104.6% | $13,411-98.5% | $115+80.5% |