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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE FINANCIAL Service code 15 · EIN 35-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,863 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN INVESTMENT PLANNING Service code 52 THE FOREST PAVILLION · WYNCOTE, PA 190951595 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,560 | $46,732-66.7% | $156,551-90.1% | $55,167-71.8% |
| Participation rate | 35.7% | 65.8%-30.1pp | 84.0%-48.3pp | 69.0%-33.3pp |
| Annual return | 4.74% | 17.72%-13.0pp | 32.23%-27.5pp | 169.23%-164.5pp |
| Employer contribution / active EE | $690 | $2,105-67.2% | $5,501-87.5% | $1,963-64.9% |
| Participant deferral / active EE | $922 | $2,204-58.2% | $4,871-81.1% | $3,054-69.8% |
| Admin fee / account holder | $23 | $418-94.4% | $13,028-99.8% | $504-95.4% |