Filed July 15, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 13 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 95121 | Contract Administrator | $92,808 |
NATIONWIDE1+ years Service code 13 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $51,089 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: CAPITAL RETIREMENT PLAN SERVICES Service code 12 · EIN 25-1802421 501 CORPORATE DRIVE · CANONSBURG, PA 15317 | Consulting (pension); Contract Admini... | $21,267 |
NATIONWIDE1+ years Filed as: NATIONWIDE FINANCIAL Service code 60 | Sub-TA Fees | $3,828 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,224 | $70,002+56.0% | $115,038-5.1% | $52,331+108.7% |
| Participation rate | 98.3% | 72.1%+26.2pp | 81.4%+16.9pp | 68.1%+30.2pp |
| Annual return | -0.36% | 4.04%-4.4pp | 26.14%-26.5pp | 4.54%-4.9pp |
| Employer contribution / active EE | $6,067 | $2,715+123.5% | $4,608+31.7% | $1,882+222.4% |
| Participant deferral / active EE | $6,571 | $4,920+33.6% | $6,026+9.0% | $3,022+117.4% |
| Admin fee / account holder | $458 | $566-19.0% | $8,175-94.4% | $592-22.5% |