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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $64,219 |
LPL FINANCIAL4+ years Filed as: WADDELL & REED, INC. Service code 22 · EIN 43-1235675 6300 LAMAR AVE · SHAWNEE MISSION, KS 662019217 | Insurance Broker | $44,854 |
PENSION ASSURANCE LLP4+ years Filed as: THE PENSION SERVICE Service code 10 · EIN 16-0874395 THE EDWARDS BLOCK · WESTBROOK, ME 04092 | Accounting | $13,595 |
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 | $32,682 | $52,293-37.5% | $178,498-81.7% | $73,412-55.5% |
| Participation rate | 43.2% | 65.3%-22.1pp | 81.9%-38.7pp | 72.2%-28.9pp |
| Annual return | 15.24% | 34.75%-19.5pp | 151.09%-135.9pp | 59.30%-44.1pp |
| Employer contribution / active EE | $565 | $1,735-67.5% | $5,011-88.7% | $2,234-74.7% |
| Participant deferral / active EE | $2,095 | $2,332-10.2% | $5,202-59.7% | $3,806-44.9% |
| Admin fee / account holder | $263 | $127+106.2% | $13,985-98.1% | $158+66.3% |