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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,977 |
NORTON ROSE FULBRIGHT2+ years Filed as: NORTON RETIREMENT SERVICES, INC. Service code 15 · EIN 86-1009405 P.O. BOX 6450 · GLENDALE, AZ 85312 | Recordkeeping | $16,977 |
LINCOLN NATIONAL CORPORATION2+ 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 | $35,700 | $80,177-55.5% | $123,894-71.2% | $57,658-38.1% |
| Participation rate | 35.6% | 74.4%-38.9pp | 81.4%-45.9pp | 70.2%-34.7pp |
| Annual return | 9.31% | 17.90%-8.6pp | 47.52%-38.2pp | 5.13%+4.2pp |
| Employer contribution / active EE | $830 | $2,913-71.5% | $4,617-82.0% | $1,974-58.0% |
| Participant deferral / active EE | $1,016 | $5,130-80.2% | $5,984-83.0% | $3,061-66.8% |
| Admin fee / account holder | $26 | $106-75.9% | $8,357-99.7% | $95-73.0% |