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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 15 · EIN 31-4156860 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,729 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC-RPCP Service code 28 · EIN 95-2834236 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 921502533 | Investment Management | $17,122 |
Service code 13 · EIN 41-2064284 1075 WASHINGTON STREET · EUGENE, OK 97401 | Contract Administrator | $4,193 |
IRON-CO-FID-COMPREHENSIVE5 years Service code 28 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Investment Management | $1,317 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $35,740 | $77,920-54.1% | $149,723-76.1% | $75,177-52.5% |
| Participation rate | 68.8% | 65.6%+3.2pp | 78.8%-10.0pp | 67.2%+1.6pp |
| Annual return | 14.73% | 31.72%-17.0pp | 134.50%-119.8pp | 160.75%-146.0pp |
| Employer contribution / active EE | $2,434 | $3,138-22.4% | $4,821-49.5% | $2,671-8.9% |
| Participant deferral / active EE | $1,524 | $3,411-55.3% | $5,682-73.2% | $4,126-63.1% |
| Admin fee / account holder | $1 | $5,951-100.0% | $13,215-100.0% | $5,651-100.0% |