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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $27,300 |
THE BENEFIT PRACTICE1 year Service code 49 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Other Services | $3,392 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 95-2834236 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,784 | $55,453-67.9% | $170,435-89.6% | $62,293-71.5% |
| Participation rate | 81.3% | 66.4%+14.9pp | 83.6%-2.3pp | 69.5%+11.7pp |
| Annual return | 19.57% | 21.38%-1.8pp | 205.94%-186.4pp | 28.90%-9.3pp |
| Employer contribution / active EE | $755 | $2,164-65.1% | $5,432-86.1% | $2,042-63.1% |
| Participant deferral / active EE | $3,065 | $2,303+33.1% | $4,939-37.9% | $3,169-3.3% |
| Admin fee / account holder | $186 | $455-59.1% | $13,881-98.7% | $479-61.2% |