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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 51 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43214 | Investment Mgmt Fees | $18,968 |
Filed as: IRON-CO-FID-INDEX-COMPREHENSIVE Service code 33 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Securities brokerage | $1,090 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 22 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLOMBUS, OH 43215 | Insurance Broker | $273 |
LINCOLN NATIONAL CORPORATION6+ years Filed as: LINCOLN FINANCIAL SECURITIES Service code 33 1300 S CLINTON ST STE 150 · FORT WAYNE, IN 46802 | Securities brokerage | $0 |
Filed as: ORIENTA PENSION CONSULTANTS, ,INC. Service code 15 · EIN 59-2356441 1900 NW CORPORATE BLVD · BOCA RATON, FL 334318502 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,361 | $54,573-82.8% | $90,970-89.7% | $73,493-87.3% |
| Participation rate | 51.4% | 61.2%-9.7pp | 69.0%-17.6pp | 70.7%-19.3pp |
| Annual return | 12.14% | 16.69%-4.5pp | 134.58%-122.4pp | 28.51%-16.4pp |
| Employer contribution / active EE | $463 | $991-53.3% | $2,122-78.2% | $2,270-79.6% |
| Participant deferral / active EE | $484 | $2,517-80.8% | $3,373-85.7% | $3,740-87.1% |
| Admin fee / account holder | $120 | $521-77.1% | $5,960-98.0% | $513-76.7% |