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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43125 | Loan Processing | $51,111 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL, LLC Service code 26 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $20,625 |
INTAC ACTUARIAL SERVICES4+ years Service code 14 50 TICE BLVD SUITE 151 · WOODCLIFF LAKE, NJ 07677 | Plan Administrator | $14,222 |
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.
Annual investment return 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).
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 | $33,486 | $73,823-54.6% | $379,746-91.2% | $73,493-54.4% |
| Participation rate | 44.8% | 73.1%-28.3pp | 78.4%-33.6pp | 70.7%-25.8pp |
| Annual return | 11.02% | 29.06%-18.0pp | 34.90%-23.9pp | 28.51%-17.5pp |
| Employer contribution / active EE | $872 | $2,472-64.7% | $3,540-75.4% | $2,270-61.6% |
| Participant deferral / active EE | $1,628 | $4,038-59.7% | $6,024-73.0% | $3,740-56.5% |
| Admin fee / account holder | $90 | $607-85.2% | $7,927-98.9% | $513-82.5% |