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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 51 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43214 | Investment Mgmt Fees | $23,455 |
LINCOLN NATIONAL CORPORATION2+ 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 | $6,266 | $42,546-85.3% | $71,796-91.3% | $55,167-88.6% |
| Participation rate | 100.0% | 59.1%+40.9pp | 69.1%+30.9pp | 69.0%+31.0pp |
| Annual return | 5.77% | 12.36%-6.6pp | 78.04%-72.3pp | 169.23%-163.5pp |
| Employer contribution / active EE | $340 | $803-57.7% | $1,924-82.3% | $1,963-82.7% |
| Participant deferral / active EE | $0 | $2,064-100.0% | $2,794-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $650-100.0% | $4,815-100.0% | $504-100.0% |