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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $9,981 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLS Service code 26 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Advisory (Participants) | $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,468 | $88,122-64.3% | $141,177-77.7% | $67,579-53.4% |
| Participation rate | 11.0% | 76.5%-65.4pp | 82.5%-71.4pp | 71.3%-60.2pp |
| Annual return | 44.16% | 75.40%-31.2pp | 71.40%-27.2pp | 378.56%-334.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,251 | $5,958-62.2% | $6,710-66.5% | $3,539-36.4% |
| Admin fee / account holder | $24 | $131-81.6% | $10,263-99.8% | $142-83.1% |