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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $38,275 |
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $28,667 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $11,240 |
Service code 13 EIGHT NESHAMINY INTERPLEX, SUITE 30 · TREVOSE, PA 19053 | Contract Administrator | $757 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,071 | $101,591+25.1% | $147,096-13.6% | $74,429+70.7% |
| Participation rate | 93.3% | 75.5%+17.7pp | 82.2%+11.1pp | 67.2%+26.1pp |
| Annual return | 17.13% | 8746.45%-8729.3pp | 419.75%-402.6pp | 1368.38%-1351.2pp |
| Employer contribution / active EE | $6,799 | $3,813+78.3% | $4,936+37.7% | $2,625+159.0% |
| Participant deferral / active EE | $12,666 | $7,302+73.4% | $8,071+56.9% | $4,348+191.3% |
| Admin fee / account holder | $395 | $1,750-77.4% | $13,005-97.0% | $1,944-79.7% |