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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 51 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Mgmt Fees | $22,173 |
IRON-CO-FID-COMPREHENSIVE3 years Filed as: IRON-CO-FID-INDEX-COMPREHENSIVE Service code 33 · EIN 26-2409128 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Securities brokerage | $1,265 |
NATIONWIDE3 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 22 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Insurance Broker | $235 |
LINCOLN NATIONAL CORPORATION8+ years Filed as: LINCOLN FINANCIAL SECURITIES Service code 33 1300 S CLINTON ST STE 150 · FORT WAYNE, IN 46802 | Securities brokerage | $0 |
Filed as: NORTHEAST PROFESSIONAL PLANNING GRP Service code 15 · EIN 59-2356441 494 SYCAMORE AVE · SHREWBURY, NJ 07702 | 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,731 | $49,451-82.3% | $79,576-89.0% | $66,930-87.0% |
| Participation rate | 69.7% | 61.3%+8.4pp | 69.5%+0.2pp | 69.8%-0.1pp |
| Annual return | -13.56% | 84.25%-97.8pp | 0.15%-13.7pp | 1.57%-15.1pp |
| Employer contribution / active EE | $363 | $1,266-71.3% | $2,413-84.9% | $2,545-85.7% |
| Participant deferral / active EE | $806 | $3,159-74.5% | $3,985-79.8% | $4,238-81.0% |
| Admin fee / account holder | $124 | $595-79.2% | $6,834-98.2% | $593-79.1% |