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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $33,501 |
LPL FINANCIAL4+ years Service code 28 | Investment Management | $0 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL LLC Service code 29 PO BOX 502308 · SAN DIEGO, CA 92150 | Legal | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,761 | $42,548-1.8% | $74,551-44.0% | $56,289-25.8% |
| Participation rate | 45.3% | 60.5%-15.2pp | 69.1%-23.9pp | 69.9%-24.6pp |
| Annual return | -7.43% | 12.40%-19.8pp | 32.53%-40.0pp | -9.96%+2.5pp |
| Employer contribution / active EE | $174 | $855-79.6% | $1,961-91.1% | $2,111-91.7% |
| Participant deferral / active EE | $1,742 | $2,277-23.5% | $3,108-44.0% | $3,350-48.0% |
| Admin fee / account holder | $15 | $467-96.8% | $5,059-99.7% | $521-97.1% |