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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 51 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43214 | Investment Mgmt Fees | $27,194 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN FINANCIAL SECURITIES Service code 33 ONE GRANITE PLACE · CONCORD, NH 03301 | Securities brokerage | $0 |
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 | $6,822 | $39,245-82.6% | $64,105-89.4% | $52,331-87.0% |
| Participation rate | 77.2% | 58.2%+18.9pp | 68.2%+9.0pp | 68.1%+9.1pp |
| Annual return | -0.67% | 14.79%-15.5pp | 791.24%-791.9pp | 4.54%-5.2pp |
| Employer contribution / active EE | $252 | $736-65.8% | $1,820-86.2% | $1,882-86.6% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $2,822-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $592-100.0% | $4,499-100.0% | $592-100.0% |