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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE FINANCIAL Service code 15 · EIN 35-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,817 |
LINCOLN NATIONAL CORPORATION3+ 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 | $26,412 | $55,453-52.4% | $170,435-84.5% | $62,293-57.6% |
| Participation rate | 26.8% | 66.4%-39.6pp | 83.6%-56.8pp | 69.5%-42.7pp |
| Annual return | 18.44% | 21.38%-2.9pp | 205.94%-187.5pp | 28.90%-10.5pp |
| Employer contribution / active EE | $600 | $2,164-72.3% | $5,432-89.0% | $2,042-70.6% |
| Participant deferral / active EE | $777 | $2,303-66.2% | $4,939-84.3% | $3,169-75.5% |
| Admin fee / account holder | $55 | $455-87.9% | $13,881-99.6% | $479-88.5% |