Filed September 22, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $38,822 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL-RPCP Service code 28 PO BOX 502533 · SAN DIEGO, CA 921502533 | Investment Management | $16,364 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,931 | $37,134-0.5% | $100,671-63.3% | $52,331-29.4% |
| Participation rate | 65.1% | 57.7%+7.4pp | 70.7%-5.6pp | 68.1%-3.0pp |
| Annual return | -2.29% | 0.10%-2.4pp | 20.43%-22.7pp | 4.54%-6.8pp |
| Employer contribution / active EE | $1,130 | $1,187-4.9% | $4,012-71.8% | $1,882-40.0% |
| Participant deferral / active EE | $1,996 | $2,163-7.7% | $3,144-36.5% | $3,022-34.0% |
| Admin fee / account holder | $102 | $467-78.1% | $4,850-97.9% | $592-82.7% |