Filed September 22, 2025 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $31,540 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL-RPCP Service code 28 · EIN 95-2834236 | Investment Management | $20,188 |
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 | $38,571 | $46,722-17.4% | $130,660-70.5% | $65,185-40.8% |
| Participation rate | 80.7% | 60.9%+19.7pp | 71.7%+8.9pp | 70.2%+10.5pp |
| Annual return | 22.20% | 24.17%-2.0pp | 1709.29%-1687.1pp | 29.38%-7.2pp |
| Employer contribution / active EE | $1,334 | $1,488-10.3% | $4,092-67.4% | $2,177-38.7% |
| Participant deferral / active EE | $2,287 | $2,545-10.1% | $3,603-36.5% | $3,514-34.9% |
| Admin fee / account holder | $97 | $453-78.6% | $5,463-98.2% | $847-88.6% |