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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $27,049 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $12,385 |
PENTEGRA SERVICES, INC.8+ years Filed as: APS-PENTEGRA Service code 13 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Contract Administrator | $4,197 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,966 | $65,092-63.2% | $143,799-83.3% | $66,938-64.2% |
| Participation rate | 36.4% | 65.2%-28.8pp | 80.3%-43.9pp | 69.8%-33.4pp |
| Annual return | -17.42% | -11.14%-6.3pp | -0.04%-17.4pp | 1.58%-19.0pp |
| Employer contribution / active EE | $479 | $2,362-79.7% | $4,952-90.3% | $2,545-81.2% |
| Participant deferral / active EE | $1,942 | $2,920-33.5% | $5,638-65.6% | $4,238-54.2% |
| Admin fee / account holder | $363 | $502-27.7% | $14,677-97.5% | $594-38.8% |