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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 28 · EIN 95-2834236 COMMISSIONS DEPT. 4707 EXECUT · SAN DIEGO, CA 92121 | Investment Management | $34,709 |
NATIONWIDE8 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $11,954 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $9,413 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $1,148 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,028 | $129,227-74.4% | $184,260-82.1% | $77,736-57.5% |
| Participation rate | 20.5% | 87.4%-66.8pp | 86.8%-66.3pp | 70.6%-50.1pp |
| Annual return | 15.63% | 33.24%-17.6pp | 28.84%-13.2pp | 31.26%-15.6pp |
| Employer contribution / active EE | $0 | $4,412-100.0% | $6,427-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,736 | $7,307-76.2% | $9,133-81.0% | $4,651-62.7% |
| Admin fee / account holder | $102 | $256-59.9% | $13,898-99.3% | $433-76.4% |