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 | $67,594-0.5% | $77,361-13.0% | $69,733-3.5% |
| Participation rate | 43.9% | 71.7%-27.8pp | 75.0%-31.0pp | 62.5%-18.5pp |
| Annual return | 12.89% | 19.20%-6.3pp | 1011.54%-998.6pp | 15.22%-2.3pp |
| Employer contribution / active EE | $2,539 | $2,649-4.2% | $2,990-15.1% | $2,250+12.8% |
| Participant deferral / active EE | $3,065 | $3,401-9.9% | $3,911-21.6% | $3,054+0.3% |
| Admin fee / account holder | $108 | $1,159-90.6% | $5,894-98.2% | $3,102-96.5% |