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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Filed as: NATIONWIDE LIFE INSURANCE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $44,459 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 26 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $16,382 |
GELMAN PENSION CONSULTING, INC.9+ years Filed as: GELMAN PENSION CONSULTING, INC Service code 15 70 WEST 40TH STREET · NEW YORK, NY 10018 | Recordkeeping | $6,048 |
GELMAN PENSION CONSULTING, INC.9+ years Service code 15 | Recordkeeping | $3,105 |
INVESCO3 years Filed as: INVESCO INVESTMENTS Service code 33 | Securities brokerage | $1,297 |
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 | $48,259 | $76,112-36.6% | $96,544-50.0% | $71,529-32.5% |
| Participation rate | 34.1% | 74.4%-40.3pp | 76.0%-41.8pp | 67.9%-33.8pp |
| Annual return | 14.47% | 22.80%-8.3pp | 25.88%-11.4pp | 28.97%-14.5pp |
| Employer contribution / active EE | $0 | $2,248-100.0% | $2,966-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,086 | $4,217-74.3% | $4,851-77.6% | $4,291-74.7% |
| Admin fee / account holder | $411 | $2,708-84.8% | $8,254-95.0% | $1,588-74.1% |