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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 32 ONE NATIONWIDE PLAZA · COLUMBUS, OH 93215 | Real estate brokerage | $11,518 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN FINANCIAL ADVISORS COR Service code 32 1300 S CLINTON ST SUITE 150 · FORT WAYNE, IN 46802 | Real estate brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,104 | $70,002-72.7% | $115,037-83.4% | $52,331-63.5% |
| Participation rate | 58.0% | 72.1%-14.1pp | 81.4%-23.3pp | 68.1%-10.1pp |
| Annual return | -1.62% | 4.04%-5.7pp | 26.14%-27.8pp | 4.54%-6.2pp |
| Employer contribution / active EE | $713 | $2,715-73.7% | $4,608-84.5% | $1,882-62.1% |
| Participant deferral / active EE | $2,279 | $4,920-53.7% | $6,026-62.2% | $3,022-24.6% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |