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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $24,386 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,448 | $46,360-53.7% | $147,618-85.5% | $52,331-59.0% |
| Participation rate | 74.6% | 64.9%+9.6pp | 84.6%-10.1pp | 68.1%+6.5pp |
| Annual return | -2.03% | 1.62%-3.6pp | 61.98%-64.0pp | 4.54%-6.6pp |
| Employer contribution / active EE | $339 | $2,126-84.1% | $5,565-93.9% | $1,882-82.0% |
| Participant deferral / active EE | $2,806 | $2,258+24.3% | $4,895-42.7% | $3,022-7.1% |
| Admin fee / account holder | $200 | $766-73.9% | $11,612-98.3% | $592-66.2% |