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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 | Recordkeeping | $50,344 |
Filed as: BENEFIT PROFESSIONALS INC Service code 17 · EIN 63-0913824 | Pension Consulting | $20,530 |
401K SAFE1 year Filed as: 401K SAFE LLC Service code 17 1919 OXMOOR ROAD · BIRMINGHAM, AL 35209 | Pension Consulting | $8,324 |
Filed as: MML INVESTOR SECURITIES Service code 26 | Advisory (Participants) | $3,292 |
Service code 26 | Advisory (Participants) | $2,580 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 26 | Advisory (Participants) | $2,318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,200 | $46,173-25.9% | $170,435-79.9% | $69,631-50.9% |
| Participation rate | 36.2% | 63.9%-27.7pp | 83.6%-47.4pp | 70.7%-34.5pp |
| Annual return | 13.89% | 21.62%-7.7pp | 205.94%-192.1pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $315 | $1,610-80.5% | $5,432-94.2% | $2,032-84.5% |
| Participant deferral / active EE | $1,480 | $2,080-28.9% | $4,939-70.0% | $3,224-54.1% |
| Admin fee / account holder | $423 | $116+264.4% | $13,881-97.0% | $110+282.6% |