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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 15 · EIN 31-4156830 | Recordkeeping | $42,508 |
BENEFIT PROFESSIONALS, INC.3 years Filed as: BENEFIT PROFESSIONALS INC Service code 17 · EIN 90-1118690 | Pension Consulting | $13,986 |
401K SAFE3 years Filed as: 401K SAFE LLC Service code 17 1919 OXMOOR ROAD · BIRMINGHAM, AL 35209 | Pension Consulting | $5,905 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO-FID-INDEX-COMPREHENSIVE Service code 26 · EIN 26-2409128 | Advisory (Participants) | $766 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL, LLC Service code 26 · EIN 31-4156830 | Advisory (Participants) | $336 |
Filed as: MML INVESTOR SECURITIES Service code 26 · EIN 31-4156830 | Advisory (Participants) | $336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,208 | $62,928-45.6% | $172,755-80.2% | $67,579-49.4% |
| Participation rate | 30.3% | 64.5%-34.2pp | 82.6%-52.4pp | 71.3%-41.0pp |
| Annual return | 19.96% | 30.36%-10.4pp | 802.94%-783.0pp | 378.56%-358.6pp |
| Employer contribution / active EE | $306 | $1,636-81.3% | $5,144-94.0% | $2,148-85.7% |
| Participant deferral / active EE | $1,339 | $2,145-37.6% | $5,198-74.2% | $3,539-62.2% |
| Admin fee / account holder | $0 | $167-100.0% | $13,955-100.0% | $142-100.0% |