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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $14,129 |
Service code 13 · EIN 41-2064284 1075 WASHINGTON STREET · EUGENE, OK 97401 | Contract Administrator | $1,015 |
LPL FINANCIAL2 years Filed as: WADDELL & REED, INC. Service code 26 6300 LAMAR AVE · SHAWNEE MISSION, KS 662019217 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,972 | $55,453-74.8% | $170,435-91.8% | $62,293-77.6% |
| Participation rate | 81.0% | 66.4%+14.6pp | 83.6%-2.6pp | 69.5%+11.5pp |
| Annual return | 12.42% | 21.38%-9.0pp | 205.94%-193.5pp | 28.90%-16.5pp |
| Employer contribution / active EE | $1,772 | $2,164-18.1% | $5,432-67.4% | $2,042-13.2% |
| Participant deferral / active EE | $1,068 | $2,303-53.6% | $4,939-78.4% | $3,169-66.3% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |