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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 19 ONE NATIONWIDE PLAZA · US COLUMBUS, OH 43215 | Securities Custodian | $35,811 |
NILES LANKFORD GROUP, INC.1+ years Filed as: NILES LANKFORD GROUP Service code 12 · EIN 35-1580587 | Consulting (pension); Contract Admini... | $30,586 |
Service code 26 · EIN 13-4109249 | Advisory (Participants) | $5,930 |
LPL FINANCIAL1+ years Filed as: KMS FINANCIAL SERVICES Service code 33 2001 6TH AVE · US SEATTLE, WA 981211866 | Securities brokerage | $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.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,455 | $39,458-78.6% | $60,547-86.0% | $55,191-84.7% |
| Participation rate | 69.4% | 59.6%+9.8pp | 68.0%+1.5pp | 69.2%+0.3pp |
| Annual return | -2.50% | 3.35%-5.9pp | 335.64%-338.1pp | 10.78%-13.3pp |
| Employer contribution / active EE | $2,252 | $1,210+86.1% | $2,419-6.9% | $1,899+18.6% |
| Participant deferral / active EE | $518 | $2,140-75.8% | $3,328-84.4% | $3,046-83.0% |
| Admin fee / account holder | $129 | $95+35.3% | $4,536-97.2% | $91+41.8% |