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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 28 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $13,231 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION SOLUTIONS, INC. Service code 15 · EIN 73-1521434 9116 N. KELLEY AVE · OKLAHOMA CITY, OK 73131 | Recordkeeping | $9,248 |
LPL FINANCIAL1+ years Filed as: LPL Service code 10 P.O. BOX 502308 · SAN DIEGO, CA 92150 | Accounting | $0 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 17 ATTN COMMISSIONS DEPT · SAN DIEGO, CA 92121 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,460 | $38,925-70.6% | $73,836-84.5% | $55,191-79.2% |
| Participation rate | 34.0% | 66.0%-32.1pp | 73.4%-39.5pp | 69.2%-35.2pp |
| Annual return | 0.48% | 6.31%-5.8pp | 2268.06%-2267.6pp | 10.78%-10.3pp |
| Employer contribution / active EE | $724 | $1,695-57.3% | $2,787-74.0% | $1,899-61.9% |
| Participant deferral / active EE | $974 | $2,351-58.6% | $3,583-72.8% | $3,046-68.0% |
| Admin fee / account holder | $0 | $83-100.0% | $4,882-100.0% | $91-100.0% |