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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,709 |
LPL FINANCIAL1 year Filed as: LPL Service code 26 COMMISSIONS DEPT · SAN DIEGO, CA 92121 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,296 | $75,183-75.7% | $123,894-85.2% | $55,167-66.8% |
| Participation rate | 15.1% | 72.8%-57.7pp | 81.4%-66.3pp | 69.0%-53.9pp |
| Annual return | 2.12% | 19.01%-16.9pp | 47.52%-45.4pp | 169.23%-167.1pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $486 | $5,084-90.4% | $5,984-91.9% | $3,054-84.1% |
| Admin fee / account holder | $362 | $663-45.4% | $8,357-95.7% | $504-28.2% |