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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Filed as: NATIONWIDE LIFE INSURANCE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $41,720 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 26 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $16,390 |
GELMAN PENSION CONSULTING, INC.8+ years Filed as: GELMAN PENSION CONSULTING, INC Service code 15 70 WEST 40TH STREET · NEW YORK, NY 10018 | Recordkeeping | $6,156 |
GELMAN PENSION CONSULTING, INC.8+ years Service code 15 | Recordkeeping | $3,107 |
INVESCO2 years Filed as: INVESCO INVESTMENTS Service code 33 | Securities brokerage | $1,504 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,726 | $65,437-37.8% | $86,698-53.0% | $66,949-39.2% |
| Participation rate | 38.2% | 75.5%-37.2pp | 76.6%-38.3pp | 69.8%-31.6pp |
| Annual return | -16.60% | -10.91%-5.7pp | 35.96%-52.6pp | 1.57%-18.2pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,186 | $4,102-71.1% | $4,656-74.5% | $4,239-72.0% |
| Admin fee / account holder | $363 | $642-43.5% | $7,492-95.2% | $594-38.9% |