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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Filed as: NATIONWIDE FINANCIAL Service code 15 · EIN 35-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,861 |
NORTON ROSE FULBRIGHT4 years Filed as: NORTON JAMES RETIREMENT SERVICES Service code 15 · EIN 86-1009405 PO BOX 6450 · GLENDALE, AZ 85312 | Recordkeeping | $6,363 |
LINCOLN NATIONAL CORPORATION10+ years Filed as: LINCOLN INVESTMENT PLANNING Service code 52 · EIN 23-1702591 601 OFFICE CENTER DR STE 300 · FORT WASHINGTON, PA 190341595 | Indirect Investment Fees | $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.
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 | $26,628 | $50,902-47.7% | $155,534-82.9% | $77,736-65.7% |
| Participation rate | 22.6% | 63.1%-40.5pp | 78.2%-55.7pp | 70.6%-48.0pp |
| Annual return | 11.73% | 34.85%-23.1pp | 64.92%-53.2pp | 31.26%-19.5pp |
| Employer contribution / active EE | $506 | $1,991-74.6% | $4,675-89.2% | $2,728-81.4% |
| Participant deferral / active EE | $804 | $2,824-71.5% | $5,630-85.7% | $4,651-82.7% |
| Admin fee / account holder | $89 | $437-79.7% | $15,900-99.4% | $433-79.5% |