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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,689 |
TRITON SERVICES CORPORATION2+ years Service code 15 · EIN 11-3187413 10432 BALLS FORD ROAD STE 100 · MANASSAS, VA 20109 | Recordkeeping | $9,562 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 33 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,915 | $46,072-50.3% | $69,779-67.2% | $55,167-58.5% |
| Participation rate | 52.3% | 67.5%-15.2pp | 71.8%-19.5pp | 69.0%-16.7pp |
| Annual return | 5.79% | 8.68%-2.9pp | 12.99%-7.2pp | 169.23%-163.4pp |
| Employer contribution / active EE | $5 | $1,500-99.7% | $2,338-99.8% | $1,963-99.8% |
| Participant deferral / active EE | $1,479 | $2,344-36.9% | $2,931-49.5% | $3,054-51.6% |
| Admin fee / account holder | $89 | $428-79.2% | $4,381-98.0% | $504-82.4% |