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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $163,288 |
Filed as: CLARKE LANZEN SKALLA Service code 28 · EIN 13-4109249 4020 SO. 147TH STREET · OMAHA, NE 68137 | Investment Management | $131,081 |
LINCOLN NATIONAL CORPORATION4+ years Filed as: LINCOLN FINANCIAL ADVISORS Service code 16 1300 S. CLINTON STREET, STE. 150 · FORT WAYNE, IN 46802 | Consulting | $60,523 |
PRIMARK BENEFITS4+ years Service code 13 · EIN 94-2320862 875 MAHLER RD. STE. 105 · BURLINGAME, CA 94010 | Contract Administrator | $45,421 |
Filed as: IRON-CO-FID--COMPREHENSIVE Service code 26 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Participants) | $16,564 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Recordkeeping | $4,141 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $142,784 | $51,620+176.6% | $90,304+58.1% | $65,185+119.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 5.65% | 24.94%-19.3pp | 78.13%-72.5pp | 29.38%-23.7pp |
| Employer contribution / active EE | $6,891 | $2,235+208.4% | $2,855+141.4% | $2,177+216.6% |
| Participant deferral / active EE | $3,298 | $2,871+14.9% | $3,885-15.1% | $3,514-6.1% |
| Admin fee / account holder | $504 | $384+31.2% | $5,354-90.6% | $847-40.5% |