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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 51 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43214 | Investment Mgmt Fees | $21,057 |
LINCOLN NATIONAL CORPORATION4+ years Filed as: LINCOLN FINANCIAL SECURITIES Service code 33 ONE GRANITE PLACE · CONCORD, NH 03301 | Securities brokerage | $0 |
Participant contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,039 | $50,947-84.2% | $74,549-89.2% | $64,173-87.5% |
| Participation rate | 93.5% | 61.1%+32.4pp | 69.1%+24.3pp | 69.6%+23.9pp |
| Annual return | -5.20% | -1.85%-3.3pp | 32.53%-37.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $436 | $1,115-60.9% | $1,961-77.8% | $2,381-81.7% |
| Participant deferral / active EE | $285 | $2,302-87.6% | $3,108-90.8% | $3,470-91.8% |
| Admin fee / account holder | $0 | $4,221-100.0% | $5,059-100.0% | $4,887-100.0% |