Filed June 2, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC-RPCP Service code 27 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $30,059 |
NATIONWIDE1 year Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,968 |
Service code 15 · EIN 77-0586222 735 W ALLUVIAL AVE, SUITE 101 · FRESNO, CA 93711 | Recordkeeping | $750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,212 | $65,125-19.8% | $143,797-63.7% | $66,949-22.0% |
| Participation rate | 45.5% | 65.2%-19.7pp | 80.3%-34.8pp | 69.8%-24.3pp |
| Annual return | -14.44% | -11.13%-3.3pp | -0.04%-14.4pp | 1.57%-16.0pp |
| Employer contribution / active EE | $661 | $2,362-72.0% | $4,952-86.6% | $2,545-74.0% |
| Participant deferral / active EE | $2,609 | $2,920-10.7% | $5,638-53.7% | $4,239-38.5% |
| Admin fee / account holder | $3 | $503-99.4% | $14,679-100.0% | $594-99.5% |