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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,017 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 26 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Participants) | $445 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,512 | $89,652-73.8% | $141,191-83.3% | $65,185-63.9% |
| Participation rate | 80.9% | 74.7%+6.2pp | 82.5%-1.6pp | 70.2%+10.7pp |
| Annual return | 20.03% | 32.79%-12.8pp | 71.41%-51.4pp | 29.38%-9.4pp |
| Employer contribution / active EE | $1,564 | $3,065-49.0% | $4,736-67.0% | $2,177-28.2% |
| Participant deferral / active EE | $3,411 | $5,691-40.1% | $6,710-49.2% | $3,514-2.9% |
| Admin fee / account holder | $0 | $569-100.0% | $10,264-100.0% | $847-100.0% |