Filed July 15, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION Service code 13 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 95121 | Contract Administrator | $106,673 |
NATIONWIDE3+ years Service code 13 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $57,603 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: CAPITAL RETIREMENT PLAN SERVICES Service code 12 · EIN 25-1802421 501 CORPORATE DRIVE · CANONSBURG, PA 15317 | Other services; Claims processing; Pa... | $21,282 |
NATIONWIDE3+ years Filed as: NATIONWIDE FINANCIAL Service code 13 | Contract Administrator | $5,496 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,504 | $80,753+50.5% | $136,298-10.9% | $62,293+95.1% |
| Participation rate | 99.6% | 73.5%+26.1pp | 81.9%+17.7pp | 69.5%+30.1pp |
| Annual return | 15.50% | 35.83%-20.3pp | 5156.27%-5140.8pp | 28.90%-13.4pp |
| Employer contribution / active EE | $7,095 | $2,884+146.0% | $4,696+51.1% | $2,042+247.4% |
| Participant deferral / active EE | $6,614 | $5,164+28.1% | $6,247+5.9% | $3,169+108.7% |
| Admin fee / account holder | $487 | $525-7.3% | $9,244-94.7% | $479+1.6% |