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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $34,442 |
LPL FINANCIAL1 year Service code 27 ATTN COMMISSIONS DEPT · SAN DIEGO, CA 92121 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,656 | $75,183-57.9% | $123,894-74.4% | $55,167-42.6% |
| Participation rate | 47.4% | 72.8%-25.4pp | 81.4%-34.0pp | 69.0%-21.6pp |
| Annual return | 6.06% | 19.01%-12.9pp | 47.52%-41.5pp | 169.23%-163.2pp |
| Employer contribution / active EE | $1,982 | $2,823-29.8% | $4,617-57.1% | $1,963+1.0% |
| Participant deferral / active EE | $4,017 | $5,084-21.0% | $5,984-32.9% | $3,054+31.5% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |