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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $143,951 |
LINCOLN NATIONAL CORPORATION9+ years Filed as: LINCOLN INVESTMENT PLANNING Service code 52 601 OFFICE CENTER DR STE 300 · FORT WASHINGTON, PA 190341595 | Indirect Investment Fees | $84,345 |
NORTON ROSE FULBRIGHT9+ years Filed as: NORTON RETIREMENT SERVICES, INC. Service code 15 · EIN 86-1009405 P.O. BOX 6450 · GLENDALE, AZ 85312 | Recordkeeping | $38,395 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 28 · EIN 26-4311657 6504 BRIDGEPOINT PARKWAY STE 450 · AUSTIN, TX 78730 | Investment Management | $14,302 |
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 | $44,132 | $107,415-58.9% | $135,974-67.5% | $80,157-44.9% |
| Participation rate | 45.4% | 78.0%-32.6pp | 81.9%-36.5pp | 72.9%-27.5pp |
| Annual return | 14.47% | 91.99%-77.5pp | 68.30%-53.8pp | 40.39%-25.9pp |
| Employer contribution / active EE | $1,446 | $3,878-62.7% | $4,859-70.2% | $2,977-51.4% |
| Participant deferral / active EE | $1,795 | $8,189-78.1% | $7,760-76.9% | $5,015-64.2% |
| Admin fee / account holder | $82 | $127-35.4% | $10,767-99.2% | $145-43.4% |