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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $192,197 |
Filed as: CLARKE LANZEN SKALLA Service code 28 · EIN 13-4109249 4020 SO. 147TH STREET · OMAHA, NE 68137 | Investment Management | $140,756 |
LINCOLN NATIONAL CORPORATION6+ years Filed as: LINCOLN FINANCIAL ADVISORS Service code 16 1300 S. CLINTON STREET, STE. 150 · FORT WAYNE, IN 46802 | Consulting | $70,816 |
PRIMARK BENEFITS6+ years Service code 13 · EIN 94-2320862 875 MAHLER RD. STE. 105 · BURLINGAME, CA 94010 | Contract Administrator | $54,056 |
IRON-CO-FID-COMPREHENSIVE3 years Filed as: IRON-CO-FID--COMPREHENSIVE Service code 26 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Participants) | $21,219 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE Service code 28 · EIN 31-4156830 10 W. NATIONWIDE BLVD. 5-05-111V · COLUMBUS, OH 43215 | Investment Management | $5,305 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $178,151 | $63,768+179.4% | $98,477+80.9% | $79,393+124.4% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 26.58% | 626.18%-599.6pp | 1493.59%-1467.0pp | 116.87%-90.3pp |
| Employer contribution / active EE | $8,459 | $2,558+230.7% | $2,961+185.7% | $2,428+248.4% |
| Participant deferral / active EE | $4,347 | $3,305+31.5% | $4,276+1.7% | $4,046+7.5% |
| Admin fee / account holder | $1,038 | $516+101.3% | $5,951-82.6% | $627+65.7% |