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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $45,407 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 95-2834236 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $35,349 |
Service code 26 · EIN 26-4311657 6504 BRIDGEPORT PARKWAY STE 450 · AUSTIN, TX 78730 | Advisory (Participants) | $5,994 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $101,130 | $64,871+55.9% | $129,110-21.7% | $66,930+51.1% |
| Participation rate | 64.3% | 74.0%-9.7pp | 77.3%-13.0pp | 69.8%-5.5pp |
| Annual return | -15.45% | -12.21%-3.2pp | -10.94%-4.5pp | 1.57%-17.0pp |
| Employer contribution / active EE | $2,317 | $3,741-38.1% | $5,052-54.1% | $2,545-9.0% |
| Participant deferral / active EE | $4,764 | $5,090-6.4% | $6,542-27.2% | $4,238+12.4% |
| Admin fee / account holder | $348 | $629-44.7% | $14,302-97.6% | $593-41.4% |