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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $34,432 |
Filed as: CLARKE LANZEN SKALLA INVESTMENT Service code 26 4020 SOUTH 147TH STREET · OMAHA, NE 68138 | Advisory (Participants) | $13,314 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 15 1250 CAPITAL OF TEXAS, HWY S · AUSTIN, TX 787463300 | Recordkeeping | $13,134 |
BENEFIT PROFESSIONALS, INC.1+ years Filed as: BENEFIT PROFESSIONALS INC. Service code 15 · EIN 63-0913824 | Recordkeeping | $7,681 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC. Service code 15 | Recordkeeping | $2,024 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES INC. Service code 26 1250 CAPITAL OF TEXAS, HWY S · AUSTIN, TX 787463300 | Advisory (Participants) | $0 |
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 | $36,779 | $43,550-15.5% | $63,517-42.1% | $52,331-29.7% |
| Participation rate | 86.7% | 65.7%+21.0pp | 71.0%+15.7pp | 68.1%+18.6pp |
| Annual return | -1.49% | 2.03%-3.5pp | -70.30%+68.8pp | 4.54%-6.0pp |
| Employer contribution / active EE | $869 | $1,351-35.7% | $2,322-62.6% | $1,882-53.8% |
| Participant deferral / active EE | $2,082 | $2,254-7.6% | $2,953-29.5% | $3,022-31.1% |
| Admin fee / account holder | $143 | $387-62.9% | $5,892-97.6% | $592-75.7% |