Filed June 2, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC-RPCP Service code 27 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $18,015 |
NATIONWIDE3 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,138 | $55,446+22.9% | $155,574-56.2% | $74,429-8.5% |
| Participation rate | 47.8% | 61.9%-14.1pp | 78.2%-30.4pp | 67.2%-19.4pp |
| Annual return | 17.56% | 269.20%-251.6pp | 64.87%-47.3pp | 1368.38%-1350.8pp |
| Employer contribution / active EE | $629 | $2,266-72.3% | $4,676-86.6% | $2,625-76.0% |
| Participant deferral / active EE | $2,278 | $2,836-19.7% | $5,629-59.5% | $4,348-47.6% |
| Admin fee / account holder | $283 | $1,743-83.8% | $15,914-98.2% | $1,944-85.5% |