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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $66,843 |
THE BENEFIT PRACTICE4 years Service code 49 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Other Services | $3,992 |
LPL FINANCIAL6+ 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 | $15,504 | $58,888-73.7% | $178,498-91.3% | $73,493-78.9% |
| Participation rate | 98.8% | 66.2%+32.6pp | 81.9%+16.9pp | 70.7%+28.2pp |
| Annual return | 14.02% | 24.86%-10.8pp | 151.09%-137.1pp | 28.51%-14.5pp |
| Employer contribution / active EE | $1,045 | $2,236-53.3% | $5,011-79.2% | $2,270-54.0% |
| Participant deferral / active EE | $3,414 | $2,568+33.0% | $5,202-34.4% | $3,740-8.7% |
| Admin fee / account holder | $146 | $400-63.5% | $13,985-99.0% | $513-71.5% |