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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $143,509 |
NORTON ROSE FULBRIGHT6+ years Filed as: NORTON RETIREMENT SERVICES, INC. Service code 15 · EIN 86-1009405 P.O. BOX 6450 · GLENDALE, AZ 85312 | Recordkeeping | $23,705 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 28 · EIN 26-4311657 6504 BRIDGEPOINT PARKWAY STE 450 · AUSTIN, TX 78730 | Investment Management | $11,568 |
LINCOLN NATIONAL CORPORATION6+ years Filed as: LINCOLN INVESTMENT PLANNING Service code 52 601 OFFICE CENTER DR STE 300 · FORT WASHINGTON, PA 190341595 | 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 | $46,175 | $100,801-54.2% | $149,745-69.2% | $73,412-37.1% |
| Participation rate | 47.0% | 77.7%-30.6pp | 82.5%-35.4pp | 72.2%-25.1pp |
| Annual return | 14.46% | 265.34%-250.9pp | 276.72%-262.3pp | 59.30%-44.8pp |
| Employer contribution / active EE | $1,359 | $3,312-59.0% | $4,646-70.8% | $2,234-39.2% |
| Participant deferral / active EE | $1,670 | $6,404-73.9% | $6,843-75.6% | $3,806-56.1% |
| Admin fee / account holder | $53 | $181-70.5% | $9,312-99.4% | $158-66.2% |