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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Filed as: NATIONWIDE LIFE INSURANCE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $49,021 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 26 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $17,921 |
GELMAN PENSION CONSULTING, INC.7+ years Filed as: GELMAN PENSION CONSULTING, INC Service code 15 70 WEST 40TH STREET · NEW YORK, NY 10018 | Recordkeeping | $5,836 |
GELMAN PENSION CONSULTING, INC.7+ years Service code 15 | Recordkeeping | $3,362 |
INVESCO1 year Filed as: INVESCO INVESTMENTS Service code 33 | Securities brokerage | $1,314 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,228 | $84,940-44.4% | $111,306-57.6% | $79,389-40.5% |
| Participation rate | 42.3% | 75.9%-33.6pp | 77.3%-35.1pp | 70.7%-28.4pp |
| Annual return | 12.08% | 17.45%-5.4pp | 54.67%-42.6pp | 116.89%-104.8pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,732-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,240 | $3,889-68.1% | $4,488-72.4% | $4,046-69.4% |
| Admin fee / account holder | $400 | $537-25.5% | $7,966-95.0% | $626-36.1% |