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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $125,752 |
NORTON ROSE FULBRIGHT4+ years Filed as: NORTON RETIREMENT SERVICES, INC. Service code 15 · EIN 86-1009405 P.O. BOX 6450 · GLENDALE, AZ 85312 | Recordkeeping | $22,352 |
IRON-CO-FID-COMPREHENSIVE2 years Service code 28 · EIN 26-2409128 630 DUNDEE RD, STE 200 · NORTHBROOK, IL 60062 | Investment Management | $12,459 |
LINCOLN NATIONAL CORPORATION4+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported the discovery of a loss from fraud or dishonesty.
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 | $37,059 | $75,388-50.8% | $123,553-70.0% | $55,725-33.5% |
| Participation rate | 42.5% | 75.7%-33.1pp | 82.3%-39.8pp | 70.9%-28.3pp |
| Annual return | -6.65% | 4.48%-11.1pp | 119.21%-125.9pp | 244.93%-251.6pp |
| Employer contribution / active EE | $1,303 | $3,063-57.5% | $4,628-71.8% | $2,078-37.3% |
| Participant deferral / active EE | $1,591 | $5,651-71.8% | $6,426-75.2% | $3,356-52.6% |
| Admin fee / account holder | $64 | $120-46.3% | $9,284-99.3% | $115-44.1% |