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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 51 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Mgmt Fees | $143,970 |
FLEXIBLE PLAN INVESTMENTS LTD1+ years Filed as: FLEXIBLE PLAN INVESTMENTS Service code 27 3883 TELEGRAPH ROAD · BLOOMFIELD HILLS, MI 48302 | Advisory (Plan) | $39,071 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN FINANCIAL SECURITIES Service code 33 ONE GRANITE PLACE · CONCORD, NH 03301 | Securities brokerage | $0 |
ORIENTAL PENSION CONSULTANTS1+ years Filed as: ORIENTAL PENSION CONSULTANTS, INC. Service code 15 · EIN 59-2356441 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Recordkeeping | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,745 | $39,245+24.2% | $64,105-24.0% | $52,331-6.9% |
| Participation rate | 100.0% | 58.2%+41.8pp | 68.2%+31.8pp | 68.1%+31.9pp |
| Annual return | -4.44% | 14.79%-19.2pp | 791.24%-795.7pp | 4.54%-9.0pp |
| Employer contribution / active EE | $1,756 | $736+138.5% | $1,820-3.5% | $1,882-6.7% |
| Participant deferral / active EE | $3,131 | $1,992+57.2% | $2,822+11.0% | $3,022+3.6% |
| Admin fee / account holder | $43 | $592-92.7% | $4,499-99.0% | $592-92.7% |