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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $86,776 |
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL LLC Service code 71 ATTN COMMISSIONS DEPT · SAN DIEGO, CA 92121 | Brokerage Fees | $44,057 |
THE ANGELL PENSION GROUP, INC.6+ years Filed as: THE ANGELL PENSION GROUP Service code 17 · EIN 04-2530412 | Pension Consulting | $11,457 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,869 | $102,638+11.9% | $81,982+40.1% | $158,982-27.7% |
| Participation rate | 0.0% | 75.5%-75.5pp | 69.3%-69.3pp | 82.0%-82.0pp |
| Annual return | 23.28% | 61.05%-37.8pp | 41.31%-18.0pp | 302.99%-279.7pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $16,654 | $4,649+258.2% | $3,722+347.4% | $5,983+178.3% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,252-100.0% |