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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $66,150 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL LLC Service code 15 | Recordkeeping | $15,792 |
INTAC ACTUARIAL SERVICES4+ years Filed as: INTAC ACTUARIAL SERVICES, INC Service code 15 | Recordkeeping | $6,967 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,037 | $47,977-35.3% | $154,114-79.9% | $56,287-44.9% |
| Participation rate | 97.2% | 66.2%+31.0pp | 83.0%+14.1pp | 69.9%+27.3pp |
| Annual return | -7.18% | 3.54%-10.7pp | 735.16%-742.3pp | -9.96%+2.8pp |
| Employer contribution / active EE | $2,186 | $2,169+0.8% | $5,298-58.7% | $2,111+3.6% |
| Participant deferral / active EE | $1,264 | $2,392-47.2% | $5,081-75.1% | $3,350-62.3% |
| Admin fee / account holder | $303 | $438-30.8% | $13,411-97.7% | $521-41.8% |