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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE INSURANCE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $52,817 |
LINCOLN NATIONAL CORPORATION6+ years Filed as: LINCOLN FINANCIAL ADVISORS COR Service code 49 1300 S CLINTON ST · FORT WAYNE, IN 46802 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,134 | $54,573+2.9% | $90,970-38.3% | $73,497-23.6% |
| Participation rate | 37.2% | 61.2%-24.0pp | 69.0%-31.8pp | 70.7%-33.5pp |
| Annual return | 12.82% | 16.69%-3.9pp | 134.60%-121.8pp | 28.51%-15.7pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,297 | $2,517-8.7% | $3,373-31.9% | $3,740-38.6% |
| Admin fee / account holder | $193 | $521-63.0% | $5,961-96.8% | $513-62.4% |