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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 15 · EIN 31-4156830 | Recordkeeping | $16,702 |
LPL FINANCIAL1 year Filed as: LION STREET FINANCIAL Service code 27 · EIN 80-0842559 | Advisory (Plan) | $0 |
Employer contribution per participant 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.
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 | $8,996 | $65,092-86.2% | $143,799-93.7% | $66,938-86.6% |
| Participation rate | 71.3% | 65.2%+6.1pp | 80.3%-9.0pp | 69.8%+1.5pp |
| Annual return | -16.59% | -11.14%-5.5pp | -0.04%-16.5pp | 1.58%-18.2pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $118 | $502-76.5% | $14,677-99.2% | $594-80.1% |