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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,139 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE ADV Service code 55 · EIN 59-2937883 IMPAC-TOWER 3FL · SAINT PETERSBURG, FL 33716 | Other Commissions | $5,620 |
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 NOVACARE COMPLEX ONE NOVACARE WAY · PHILADELPHIA, PA 19145 | Contract Administrator | $365 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,481 | $93,617-47.1% | $135,982-63.6% | $75,177-34.2% |
| Participation rate | 92.6% | 75.2%+17.4pp | 81.9%+10.7pp | 67.2%+25.4pp |
| Annual return | 12.31% | 30.89%-18.6pp | 68.32%-56.0pp | 160.75%-148.4pp |
| Employer contribution / active EE | $2,043 | $3,538-42.3% | $4,859-57.9% | $2,671-23.5% |
| Participant deferral / active EE | $2,327 | $6,406-63.7% | $7,760-70.0% | $4,126-43.6% |
| Admin fee / account holder | $1 | $6,980-100.0% | $10,767-100.0% | $5,651-100.0% |