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| Provider | Service type | Compensation |
|---|---|---|
TRITON SERVICES CORPORATION3+ years Service code 15 · EIN 11-3187413 10432 BALLS FORD ROAD STE 100 · MANASSAS, VA 20109 | Recordkeeping | $9,984 |
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,874 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 33 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Securities brokerage | $0 |
LPL FINANCIAL3+ 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.
Annual investment return 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 | $25,963 | $50,385-48.5% | $75,501-65.6% | $62,293-58.3% |
| Participation rate | 52.1% | 67.7%-15.6pp | 72.4%-20.3pp | 69.5%-17.5pp |
| Annual return | 11.86% | 19.90%-8.0pp | 27.35%-15.5pp | 28.90%-17.0pp |
| Employer contribution / active EE | $0 | $1,537-100.0% | $2,352-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,611 | $2,445-34.1% | $3,142-48.7% | $3,169-49.2% |
| Admin fee / account holder | $154 | $384-59.8% | $5,801-97.3% | $479-67.8% |