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 | $64,705+4.0% | $62,929+6.9% | $67,986-1.1% |
| Participation rate | 43.9% | 65.6%-21.7pp | 73.1%-29.2pp | 57.2%-13.3pp |
| Annual return | 12.89% | 20.31%-7.4pp | 1063.93%-1051.0pp | 31.67%-18.8pp |
| Employer contribution / active EE | $2,539 | $2,376+6.9% | $2,505+1.4% | $2,019+25.8% |
| Participant deferral / active EE | $3,065 | $3,198-4.2% | $3,888-21.2% | $3,358-8.7% |
| Admin fee / account holder | $108 | $1,428-92.4% | $5,065-97.9% | $3,203-96.6% |