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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $30,451 |
THE BENEFIT PRACTICE2 years Service code 49 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Other Services | $3,555 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 95-2834236 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,770 | $47,977-67.1% | $154,114-89.8% | $56,287-72.0% |
| Participation rate | 98.3% | 66.2%+32.1pp | 83.0%+15.2pp | 69.9%+28.4pp |
| Annual return | -6.19% | 3.54%-9.7pp | 735.16%-741.4pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,421 | $2,169-34.5% | $5,298-73.2% | $2,111-32.7% |
| Participant deferral / active EE | $3,734 | $2,392+56.1% | $5,081-26.5% | $3,350+11.5% |
| Admin fee / account holder | $164 | $438-62.5% | $13,411-98.8% | $521-68.5% |