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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $177,225 |
NORTON ROSE FULBRIGHT7+ years Filed as: NORTON RETIREMENT SERVICES, INC. Service code 15 · EIN 86-1009405 P.O. BOX 6450 · GLENDALE, AZ 85312 | Recordkeeping | $33,223 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 28 · EIN 26-4311657 6504 BRIDGEPOINT PARKWAY STE 450 · AUSTIN, TX 78730 | Investment Management | $14,739 |
LINCOLN NATIONAL CORPORATION7+ 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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,966 | $120,450-59.3% | $159,474-69.3% | $93,010-47.4% |
| Participation rate | 42.8% | 78.0%-35.2pp | 82.8%-40.1pp | 73.9%-31.1pp |
| Annual return | 14.47% | 27.11%-12.6pp | 263.68%-249.2pp | 158.70%-144.2pp |
| Employer contribution / active EE | $1,377 | $3,526-60.9% | $4,831-71.5% | $2,705-49.1% |
| Participant deferral / active EE | $1,731 | $7,283-76.2% | $7,353-76.5% | $4,561-62.1% |
| Admin fee / account holder | $75 | $137-45.4% | $10,802-99.3% | $152-50.7% |