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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 95-2834236 | Advisory (Participants) | $5,449 |
NATIONWIDE1+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $3,840 |
NATIONAL BENEFIT SERVICES, LLC1+ years Service code 15 · EIN 20-3886993 | Recordkeeping | $3,465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $22,277 | $52,722-57.7% | $90,440-75.4% | $73,412-69.7% |
| Participation rate | 54.9% | 67.7%-12.8pp | 72.7%-17.8pp | 72.2%-17.3pp |
| Annual return | 0.00% | 20.70%-20.7pp | 1294.38%-1294.4pp | 59.30%-59.3pp |
| Employer contribution / active EE | $858 | $1,872-54.1% | $3,263-73.7% | $2,234-61.6% |
| Participant deferral / active EE | $2,374 | $2,810-15.5% | $3,964-40.1% | $3,806-37.6% |
| Admin fee / account holder | $0 | $117-100.0% | $5,615-100.0% | $158-100.0% |