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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Service code 16 · EIN 95-2834236 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 92150 | Consulting | $9,341 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 13 · EIN 35-2015845 9265 COUNSELORS ROW · INDIANAPOLIS, IN 46240 | Contract Administrator | $4,938 |
NATIONWIDE3+ years Service code 12 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping fees; Claims processing... | $379 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $16,114 | $100,060-83.9% | $149,721-89.2% | $70,126-77.0% |
| Participation rate | 90.2% | 83.6%+6.6pp | 87.1%+3.1pp | 69.5%+20.6pp |
| Annual return | 16.78% | 27.46%-10.7pp | 1501.67%-1484.9pp | 73.15%-56.4pp |
| Employer contribution / active EE | $688 | $3,661-81.2% | $5,444-87.4% | $2,343-70.6% |
| Participant deferral / active EE | $1,599 | $4,982-67.9% | $6,568-75.7% | $3,332-52.0% |
| Admin fee / account holder | $161 | $8,285-98.1% | $11,282-98.6% | $4,645-96.5% |