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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE FINANCIAL Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $10,833 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 28 · EIN 95-2834236 PO BOX 509026 · SAN DIEGO, CA 921503091 | Investment Management | $1,702 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: CAPITAL RETIREMENT PLAN SERVICES Service code 14 · EIN 25-1802421 501 CORPORATE DRIVE · CANONSBURG, PA 153178584 | Plan Administrator | $425 |
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.
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).
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 | $16,633 | $46,173-64.0% | $170,435-90.2% | $69,631-76.1% |
| Participation rate | 16.8% | 63.9%-47.1pp | 83.6%-66.8pp | 70.7%-53.9pp |
| Annual return | 22.01% | 21.62%+0.4pp | 205.94%-183.9pp | 27571.02%-27549.0pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $409 | $2,080-80.3% | $4,939-91.7% | $3,224-87.3% |
| Admin fee / account holder | $42 | $116-64.1% | $13,881-99.7% | $110-62.3% |