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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $3,236 |
Filed as: NW RETIREMENT PLAN CONSULTANTS Service code 49 · EIN 46-5674799 901 POWELL AVE SW, SUITE 101 · RENTON, WA 98057 | Other Services | $2,000 |
LPL FINANCIAL3 years Filed as: WADDELL & REED Service code 26 · EIN 43-1235675 6300 LAMAR AVE · SHAWNEE MISSION, KS 66201 | Advisory (Participants) | $1,587 |
Participant contribution per participant 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,663 | $61,473-95.7% | $81,926-96.7% | $73,412-96.4% |
| Participation rate | 92.6% | 72.4%+20.2pp | 72.0%+20.6pp | 72.2%+20.4pp |
| Annual return | 77.70% | 28.26%+49.4pp | 29.49%+48.2pp | 59.30%+18.4pp |
| Employer contribution / active EE | $1,124 | $1,898-40.8% | $4,310-73.9% | $2,234-49.7% |
| Participant deferral / active EE | $1,060 | $3,080-65.6% | $7,108-85.1% | $3,806-72.1% |
| Admin fee / account holder | $15 | $125-88.3% | $5,159-99.7% | $158-90.7% |