Filed January 25, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 65 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Account Maintenance | $43,347 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,719 | $70,083-56.2% | $59,883-48.7% | $55,725-44.9% |
| Participation rate | 43.0% | 78.4%-35.3pp | 74.7%-31.7pp | 70.9%-27.8pp |
| Annual return | -6.34% | 3.13%-9.5pp | 3.46%-9.8pp | 244.93%-251.3pp |
| Employer contribution / active EE | $0 | $2,878-100.0% | $2,722-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,435 | $3,079-20.9% | $3,402-28.4% | $3,356-27.4% |
| Admin fee / account holder | $269 | $70+282.9% | $3,591-92.5% | $115+133.8% |