Filed June 2, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC-RPCP Service code 27 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $30,936 |
NATIONWIDE2 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,713 |
NEXUS ADMINISTRATORS, INC.2 years Service code 15 · EIN 77-0586222 735 W ALLUVIAL AVE, SUITE 101 · FRESNO, CA 93711 | Recordkeeping | $2,125 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,819 | $61,356-2.5% | $149,696-60.0% | $71,511-16.3% |
| Participation rate | 44.2% | 62.5%-18.3pp | 78.8%-34.6pp | 67.9%-23.7pp |
| Annual return | 10.08% | 35.86%-25.8pp | 134.46%-124.4pp | 28.86%-18.8pp |
| Employer contribution / active EE | $532 | $2,382-77.7% | $4,821-89.0% | $2,589-79.5% |
| Participant deferral / active EE | $1,938 | $2,920-33.6% | $5,682-65.9% | $4,291-54.8% |
| Admin fee / account holder | $4 | $1,263-99.7% | $13,212-100.0% | $1,588-99.8% |