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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC RPCP Service code 26 · EIN 95-2834236 | Advisory (Participants) | $18,445 |
NATIONWIDE1 year Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $14,103 |
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).
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 | $24,505 | $64,909-62.2% | $82,313-70.2% | $62,293-60.7% |
| Participation rate | 87.9% | 74.9%+13.0pp | 76.9%+11.0pp | 69.5%+18.4pp |
| Annual return | 287.79% | 21.18%+266.6pp | 25.88%+261.9pp | 28.90%+258.9pp |
| Employer contribution / active EE | $1,711 | $1,676+2.1% | $2,428-29.5% | $2,042-16.2% |
| Participant deferral / active EE | $2,960 | $3,103-4.6% | $3,706-20.1% | $3,169-6.6% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |