Filed November 17, 2017
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $34,283 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 26 · EIN 95-2834236 | Advisory (Participants) | $26,664 |
Service code 14 · EIN 20-3886993 | Plan Administrator | $2,925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,266 | $65,084+3.4% | $67,681-0.6% | $64,340+4.5% |
| Participation rate | 43.9% | 66.7%-22.8pp | 73.7%-29.8pp | 55.2%-11.3pp |
| Annual return | 12.89% | 20.50%-7.6pp | 590.58%-577.7pp | 24.14%-11.3pp |
| Employer contribution / active EE | $2,539 | $2,398+5.8% | $2,678-5.2% | $1,862+36.4% |
| Participant deferral / active EE | $3,065 | $3,210-4.5% | $3,976-22.9% | $2,980+2.8% |
| Admin fee / account holder | $108 | $1,415-92.3% | $6,100-98.2% | $3,703-97.1% |