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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,134 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC-RCPC Service code 49 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 921502533 | Other Services | $2,067 |
NWRPC LLC2 years Service code 49 · EIN 88-2334307 2055 N. STEPTOE ST. SUITE 120 · KENNEWICK, WA 99336 | Other Services | $1,751 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,580-100.0% | $76,872-100.0% | $139,466-100.0% |
| Participation rate | 0.0% | 74.0%-74.0pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | -100.95% | 55.00%-155.9pp | 37.90%-138.9pp | 373.66%-474.6pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $3,832-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $8,302-100.0% | $5,476-100.0% | $11,409-100.0% |