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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FIANCIAL Service code 28 · EIN 95-2834236 | Investment Management | $39,071 |
NATIONWIDE2+ years Filed as: NATIONWIDE FINANCIAL Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $38,600 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: CAPITAL RETIREMENT PLAN SERVICES Service code 14 · EIN 25-1802421 501 CORPORATE DRIVE · CANONSBURG, PA 15317 | Plan Administrator | $19,666 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,139 | $36,916-45.4% | $156,551-87.1% | $57,658-65.1% |
| Participation rate | 67.7% | 63.4%+4.3pp | 84.0%-16.3pp | 70.2%-2.5pp |
| Annual return | 4.88% | 12.38%-7.5pp | 32.23%-27.4pp | 5.13%-0.3pp |
| Employer contribution / active EE | $254 | $1,571-83.8% | $5,501-95.4% | $1,974-87.1% |
| Participant deferral / active EE | $1,175 | $1,926-39.0% | $4,871-75.9% | $3,061-61.6% |
| Admin fee / account holder | $195 | $82+136.8% | $13,028-98.5% | $95+106.7% |