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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $37,518 |
LPL FINANCIAL6+ years Service code 28 | Investment Management | $16,087 |
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL LLC Service code 29 ATTN COMMISSIONS DEPT · SAN DIEGO, CA 92121 | 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,533 | $54,573+12.8% | $90,970-32.4% | $73,497-16.3% |
| Participation rate | 43.7% | 61.2%-17.5pp | 69.0%-25.3pp | 70.7%-27.0pp |
| Annual return | 16.53% | 16.69%-0.2pp | 134.60%-118.1pp | 28.51%-12.0pp |
| Employer contribution / active EE | $200 | $991-79.8% | $2,122-90.6% | $2,270-91.2% |
| Participant deferral / active EE | $2,003 | $2,517-20.4% | $3,373-40.6% | $3,740-46.4% |
| Admin fee / account holder | $13 | $521-97.5% | $5,961-99.8% | $513-97.5% |