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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 51 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43214 | Investment Mgmt Fees | $21,109 |
LINCOLN NATIONAL CORPORATION3+ 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 | $8,784 | $54,541-83.9% | $78,778-88.8% | $70,126-87.5% |
| Participation rate | 91.8% | 60.8%+31.0pp | 69.2%+22.6pp | 69.5%+22.2pp |
| Annual return | 14.98% | 21.07%-6.1pp | 35.62%-20.6pp | 73.15%-58.2pp |
| Employer contribution / active EE | $418 | $1,089-61.6% | $1,986-78.9% | $2,343-82.2% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |