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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $29,334 |
ATLANTIC PENSION SERVICES, INC.3+ years Filed as: ATLANTIC PENSION SERVICES Service code 14 · EIN 23-2942715 511 SCHOOLHOUSE ROAD · KENNETT SQUARE, PA 193481741 | Plan Administrator | $4,670 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC. Service code 26 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,248 | $44,873-70.5% | $79,476-83.3% | $56,287-76.5% |
| Participation rate | 47.9% | 68.7%-20.9pp | 73.3%-25.5pp | 69.9%-22.0pp |
| Annual return | 8.38% | 0.81%+7.6pp | 718.21%-709.8pp | -9.96%+18.3pp |
| Employer contribution / active EE | $366 | $2,140-82.9% | $2,800-86.9% | $2,111-82.7% |
| Participant deferral / active EE | $985 | $2,746-64.1% | $3,704-73.4% | $3,350-70.6% |
| Admin fee / account holder | $16 | $418-96.1% | $5,113-99.7% | $521-96.9% |