Filed September 22, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $28,507 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL-RPCP Service code 28 · EIN 95-2834236 | Investment Management | $18,398 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,590 | $63,156-37.3% | $122,354-67.6% | $62,293-36.4% |
| Participation rate | 75.5% | 60.0%+15.5pp | 71.6%+3.9pp | 69.5%+6.0pp |
| Annual return | 16.03% | 20.61%-4.6pp | 30.28%-14.2pp | 28.90%-12.9pp |
| Employer contribution / active EE | $1,273 | $1,385-8.1% | $4,051-68.6% | $2,042-37.7% |
| Participant deferral / active EE | $2,481 | $2,321+6.9% | $3,287-24.5% | $3,169-21.7% |
| Admin fee / account holder | $103 | $440-76.6% | $5,479-98.1% | $479-78.5% |