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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,840 |
PENTEGRA SERVICES, INC.2+ years Filed as: APS-PENTEGRA Service code 13 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Contract Administrator | $4,432 |
LPL FINANCIAL2+ years Filed as: LPL DINNXIL LLX 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,347 | $46,732-17.9% | $156,551-75.5% | $55,167-30.5% |
| Participation rate | 32.0% | 65.8%-33.8pp | 84.0%-52.0pp | 69.0%-37.0pp |
| Annual return | 6.90% | 17.72%-10.8pp | 32.23%-25.3pp | 169.23%-162.3pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $936 | $2,204-57.6% | $4,871-80.8% | $3,054-69.4% |
| Admin fee / account holder | $571 | $418+36.5% | $13,028-95.6% | $504+13.3% |