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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $25,749 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $16,307 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERVICES INC Service code 11 · EIN 11-3401702 50 TICE BLVD, SUITE 151 · WOODCLIFF LAKE, NJ 07677 | Actuarial | $10,813 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES LLC Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $278 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,815 | $63,768-81.5% | $98,483-88.0% | $79,391-85.1% |
| Participation rate | 75.3% | 69.9%+5.5pp | 73.3%+2.0pp | 70.7%+4.6pp |
| Annual return | 10.79% | 626.18%-615.4pp | 1494.38%-1483.6pp | 116.88%-106.1pp |
| Employer contribution / active EE | $3,447 | $2,558+34.8% | $2,961+16.4% | $2,428+42.0% |
| Participant deferral / active EE | $794 | $3,305-76.0% | $4,276-81.4% | $4,046-80.4% |
| Admin fee / account holder | $0 | $516-100.0% | $5,953-100.0% | $627-100.0% |