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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE LIFE INSURANCE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $42,152 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 26 | Advisory (Participants) | $14,533 |
GELMAN PENSION CONSULTING, INC.6+ years Filed as: GELMAN PENSION CONSULTING, INC Service code 15 70 WEST 40TH STREET · NEW YORK, NY 10018 | Recordkeeping | $6,589 |
GELMAN PENSION CONSULTING, INC.6+ years Service code 15 | Recordkeeping | $2,798 |
LPL FINANCIAL1 year Service code 26 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $40,326 | $73,638-45.2% | $95,964-58.0% | $73,497-45.1% |
| Participation rate | 40.4% | 76.2%-35.8pp | 77.1%-36.7pp | 70.7%-30.3pp |
| Annual return | 13.50% | 16.78%-3.3pp | 91.64%-78.1pp | 28.51%-15.0pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,074 | $3,617-70.3% | $4,167-74.2% | $3,740-71.3% |
| Admin fee / account holder | $348 | $482-27.8% | $6,797-94.9% | $513-32.1% |