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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE FINANCIAL Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $10,809 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 28 · EIN 95-2834236 PO BOX 509026 · SAN DIEGO, CA 921503091 | Investment Management | $2,988 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: CAPITAL RETIREMENT PLAN SERVICES Service code 14 · EIN 25-1802421 501 CORPORATE DRIVE · CANONSBURG, PA 153178584 | Plan Administrator | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,552 | $46,732-64.6% | $156,551-89.4% | $55,167-70.0% |
| Participation rate | 13.1% | 65.8%-52.7pp | 84.0%-70.9pp | 69.0%-55.9pp |
| Annual return | 5.83% | 17.72%-11.9pp | 32.23%-26.4pp | 169.23%-163.4pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $368 | $2,204-83.3% | $4,871-92.4% | $3,054-87.9% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |