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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: WADDELL & REED, INC. Service code 22 6300 LAMAR AVE · SHAWNEE MISSION, KS 662019217 | Insurance Broker | $2,125 |
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,067 |
PENSION ASSURANCE LLP3 years Filed as: THE PENSION SERVICE INC Service code 13 127 WASHINGTON AVE, WEST WING · NORTH HAVEN, CT 06473 | Contract Administrator | $1,016 |
IRON-CO-FID-COMPREHENSIVE3 years Filed as: IRON-CO-FID-TRADITIONAL Service code 15 630 DUNDEE RD · NORTHBROOK, IL 60062 | Recordkeeping | $340 |
NATIONWIDE3 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Recordkeeping | $85 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,949 | $78,423-51.6% | $95,964-60.5% | $79,856-52.5% |
| Participation rate | 55.1% | 73.5%-18.4pp | 77.1%-22.0pp | 69.6%-14.5pp |
| Annual return | 23.13% | 19.37%+3.8pp | 91.64%-68.5pp | 31.71%-8.6pp |
| Employer contribution / active EE | $989 | $1,945-49.2% | $2,541-61.1% | $2,471-60.0% |
| Participant deferral / active EE | $3,149 | $3,440-8.5% | $4,167-24.4% | $3,741-15.8% |
| Admin fee / account holder | $320 | $5,622-94.3% | $6,797-95.3% | $5,306-94.0% |