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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 17 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Pension Consulting | $11,070 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
LPL FINANCIAL1 year Filed as: WADDELL & REED, INC. Service code 17 6300 LAMAR AVE · SHAWNEE MISSION, KS 662019217 | Pension Consulting | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,067 | $51,466-84.3% | $78,778-89.8% | $62,293-87.1% |
| Participation rate | 52.2% | 59.8%-7.6pp | 69.2%-17.0pp | 69.5%-17.3pp |
| Annual return | 14.06% | 19.96%-5.9pp | 35.62%-21.6pp | 28.90%-14.8pp |
| Employer contribution / active EE | $236 | $827-71.5% | $1,986-88.1% | $2,042-88.5% |
| Participant deferral / active EE | $674 | $2,147-68.6% | $2,958-77.2% | $3,169-78.7% |
| Admin fee / account holder | $95 | $489-80.5% | $5,134-98.1% | $479-80.1% |