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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 51 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43214 | Investment Mgmt Fees | $28,471 |
LINCOLN NATIONAL CORPORATION5+ 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.
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 | $9,087 | $58,512-84.5% | $84,020-89.2% | $72,983-87.5% |
| Participation rate | 90.5% | 61.2%+29.2pp | 69.0%+21.5pp | 69.5%+21.0pp |
| Annual return | 17.29% | 28.93%-11.6pp | 71.31%-54.0pp | 81.01%-63.7pp |
| Employer contribution / active EE | $422 | $1,163-63.7% | $1,984-78.7% | $2,440-82.7% |
| Participant deferral / active EE | $884 | $2,394-63.1% | $3,239-72.7% | $3,608-75.5% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,101-100.0% | $5,124-100.0% |