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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $193,706 |
BRINKER CAPITAL2 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 28 17605 WRIGHT ST. · OMAHA, NE 68130 | Investment Management | $155,507 |
LINCOLN NATIONAL CORPORATION8+ years Filed as: LINCOLN FINANCIAL ADVISORS Service code 16 1300 S. CLINTON STREET, STE. 150 · FORT WAYNE, IN 46802 | Consulting | $77,954 |
PRIMARK BENEFITS8+ years Service code 13 · EIN 94-2320862 875 MAHLER RD. STE. 105 · BURLINGAME, CA 94010 | Contract Administrator | $56,195 |
IRON-CO-FID-COMPREHENSIVE5 years Filed as: IRON-CO-FID--COMPREHENSIVE Service code 26 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Participants) | $20,790 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,128 | $52,208+158.8% | $86,612+56.0% | $74,419+81.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.7%+28.3pp | 70.7%+29.3pp |
| Annual return | 9.69% | 44.46%-34.8pp | 591.07%-581.4pp | 34.38%-24.7pp |
| Employer contribution / active EE | $13,626 | $2,282+497.1% | $3,022+350.8% | $2,637+416.7% |
| Participant deferral / active EE | $3,955 | $3,383+16.9% | $4,438-10.9% | $4,528-12.7% |
| Admin fee / account holder | $839 | $319+163.2% | $5,614-85.1% | $348+141.3% |