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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,368 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL LLC Service code 28 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Investment Management | $15,060 |
INTAC ACTUARIAL SERVICES2 years Filed as: INTAC ACTUARIAL SERVICES INC Service code 11 PO BOX 55970 · BOSTON, MA 02205 | Actuarial | $3,877 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,366 | $59,467+25.1% | $93,727-20.7% | $74,478-0.1% |
| Participation rate | 49.5% | 59.6%-10.2pp | 68.7%-19.2pp | 67.2%-17.8pp |
| Annual return | 17.54% | 82.14%-64.6pp | 133.83%-116.3pp | 1370.56%-1353.0pp |
| Employer contribution / active EE | $287 | $1,267-77.3% | $2,421-88.1% | $2,626-89.1% |
| Participant deferral / active EE | $2,873 | $3,052-5.8% | $4,417-35.0% | $4,350-34.0% |
| Admin fee / account holder | $34 | $3,028-98.9% | $8,292-99.6% | $1,946-98.2% |