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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 · EIN 31-4156830 | Recordkeeping | $59,136 |
BENEFIT PROFESSIONALS, INC.2 years Filed as: BENEFIT PROFESSIONALS INC Service code 17 · EIN 90-1118690 | Pension Consulting | $13,532 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL, LLC Service code 26 · EIN 31-4156830 | Advisory (Participants) | $8,406 |
Filed as: MML INVESTOR SECURITIES Service code 26 · EIN 31-4156830 | Advisory (Participants) | $8,406 |
Filed as: IRON-CO-FID-INDEX-COMPREHENSIVE Service code 26 · EIN 26-2409128 | Advisory (Participants) | $5,343 |
401K SAFE2 years Filed as: 401K SAFE LLC Service code 17 1919 OXMOOR ROAD · BIRMINGHAM, AL 35209 | Pension Consulting | $5,190 |
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 | $32,975 | $37,196-11.3% | $154,111-78.6% | $55,725-40.8% |
| Participation rate | 30.0% | 64.1%-34.0pp | 83.0%-53.0pp | 70.9%-40.8pp |
| Annual return | -2.27% | 1319.68%-1321.9pp | 735.18%-737.4pp | 244.93%-247.2pp |
| Employer contribution / active EE | $315 | $1,614-80.5% | $5,298-94.0% | $2,078-84.8% |
| Participant deferral / active EE | $1,385 | $2,068-33.0% | $5,081-72.7% | $3,356-58.7% |
| Admin fee / account holder | $422 | $102+315.7% | $13,411-96.9% | $115+266.7% |