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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $78,995 |
NORTON ROSE FULBRIGHT1+ years Filed as: NORTON RETIREMENT SERVICES, INC. Service code 15 · EIN 86-1009405 P.O. BOX 6450 · GLENDALE, AZ 85312 | Recordkeeping | $18,418 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN INVESTMENT PLANNING Service code 52 THE FOREST PAVILLON · WYNCOTE, PA 190951595 | 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,590 | $88,324-58.6% | $115,038-68.2% | $55,191-33.7% |
| Participation rate | 35.6% | 72.5%-36.9pp | 81.4%-45.7pp | 69.2%-33.5pp |
| Annual return | -0.72% | 6.30%-7.0pp | 26.14%-26.9pp | 10.78%-11.5pp |
| Employer contribution / active EE | $971 | $2,805-65.4% | $4,608-78.9% | $1,899-48.9% |
| Participant deferral / active EE | $1,267 | $5,042-74.9% | $6,026-79.0% | $3,046-58.4% |
| Admin fee / account holder | $34 | $105-67.5% | $8,175-99.6% | $91-62.2% |