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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 51 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Mgmt Fees | $21,706 |
FLEXIBLE PLAN INVESTMENTS LTD2+ years Filed as: FLEXIBLE PLAN INVESTMENTS Service code 27 3883 TELEGRAPH ROAD · BLOOMFIELD HILLS, MI 48302 | Advisory (Plan) | $13,973 |
Filed as: FIDELITY INVESTMENT Service code 37 · EIN 04-2647786 | Loan Processing | $690 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN FINANCIAL SECURITIES Service code 33 ONE GRANITE PLACE · CONCORD, NH 03301 | Securities brokerage | $0 |
ORIENTAL PENSION CONSULTANTS2+ 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 | $52,942 | $42,546+24.4% | $71,796-26.3% | $55,167-4.0% |
| Participation rate | 96.0% | 59.1%+36.9pp | 69.1%+26.9pp | 69.0%+27.0pp |
| Annual return | 4.41% | 12.36%-7.9pp | 78.04%-73.6pp | 169.23%-164.8pp |
| Employer contribution / active EE | $2,102 | $803+161.7% | $1,924+9.2% | $1,963+7.1% |
| Participant deferral / active EE | $3,607 | $2,064+74.7% | $2,794+29.1% | $3,054+18.1% |
| Admin fee / account holder | $4 | $650-99.4% | $4,815-99.9% | $504-99.3% |