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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC-RPCP Service code 28 · EIN 95-2834236 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 921502533 | Investment Management | $16,289 |
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,786 |
Service code 13 · EIN 41-2064284 1075 WASHINGTON STREET · EUGENE, OK 97401 | Contract Administrator | $4,150 |
IRON-CO-FID-COMPREHENSIVE4 years Service code 28 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Investment Management | $1,253 |
LPL FINANCIAL7 years Filed as: WADDELL & REED, INC. Service code 26 · EIN 43-1235675 6300 LAMAR AVE · SHAWNEE MISSION, KS 662019217 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $24,475 | $73,863-66.9% | $143,797-83.0% | $68,490-64.3% |
| Participation rate | 79.3% | 66.7%+12.6pp | 80.3%-1.1pp | 67.9%+11.4pp |
| Annual return | -13.16% | 0.91%-14.1pp | -0.04%-13.1pp | -7.85%-5.3pp |
| Employer contribution / active EE | $3,216 | $3,185+1.0% | $4,952-35.1% | $2,597+23.8% |
| Participant deferral / active EE | $1,819 | $3,385-46.2% | $5,638-67.7% | $4,028-54.8% |
| Admin fee / account holder | $1 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |