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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,340 |
Filed as: NW RETIREMENT PLAN CONSULTANTS Service code 49 · EIN 46-5874799 901 POWELL AVE SW, SUITE 101 · RENTON, WA 98057 | Other Services | $250 |
LPL FINANCIAL1 year Filed as: WADDELL & REED Service code 26 · EIN 02-0267645 6300 LAMAR AVE · SHAWNEE MISSION, KS 66201 | Advisory (Participants) | $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,278 | $48,261-95.3% | $68,612-96.7% | $55,725-95.9% |
| Participation rate | 6.8% | 71.0%-64.3pp | 72.2%-65.4pp | 70.9%-64.1pp |
| Annual return | -15.01% | -2.61%-12.4pp | -4.63%-10.4pp | 244.93%-259.9pp |
| Employer contribution / active EE | $0 | $1,742-100.0% | $2,625-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $148 | $2,712-94.6% | $3,311-95.5% | $3,356-95.6% |
| Admin fee / account holder | $0 | $126-100.0% | $5,131-100.0% | $115-100.0% |