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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $6,674 |
Service code 13 25 MERCHANT STREET · CINCINNATI, OH 45246 | Contract Administrator | $1,750 |
LPL FINANCIAL3+ years Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $0 |
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).
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 | $5,358 | $70,917-92.4% | $98,916-94.6% | $73,493-92.7% |
| Participation rate | 32.4% | 73.8%-41.4pp | 76.0%-43.7pp | 70.7%-38.3pp |
| Annual return | 16.07% | 34.18%-18.1pp | 196.45%-180.4pp | 28.51%-12.4pp |
| Employer contribution / active EE | $0 | $2,037-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $747 | $3,501-78.7% | $4,245-82.4% | $3,740-80.0% |
| Admin fee / account holder | $21 | $535-96.2% | $6,642-99.7% | $513-96.0% |