Filed April 27, 2021
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $52,142 |
LPL FINANCIAL2 years Service code 27 · EIN 95-2834236 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $34,734 |
INLAND COUNTIES PENSION SERVICES4+ years Service code 13 · EIN 33-0074418 P.O. BOX 704 · LAKE ARROWHEAD, CA 92352 | Contract Administrator | $14,155 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,121 | $37,196-2.9% | $154,111-76.6% | $55,725-35.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -8.33% | 1319.68%-1328.0pp | 735.18%-743.5pp | 244.93%-253.3pp |
| Employer contribution / active EE | $3,381 | $1,614+109.5% | $5,298-36.2% | $2,078+62.7% |
| Participant deferral / active EE | $2,250 | $2,068+8.8% | $5,081-55.7% | $3,356-33.0% |
| Admin fee / account holder | $253 | $102+149.2% | $13,411-98.1% | $115+119.8% |