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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,622 |
INNOVATIVE PENSION3+ years Service code 12 · EIN 33-0166640 14251 DANIELSON STREET · POWAY, CA 92064 | Recordkeeping fees; Claims processing... | $5,295 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 17 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,407 | $57,976-68.3% | $63,018-70.8% | $62,293-70.5% |
| Participation rate | 52.6% | 75.9%-23.4pp | 74.8%-22.2pp | 69.5%-17.0pp |
| Annual return | 15.07% | 17.54%-2.5pp | 87.62%-72.5pp | 28.90%-13.8pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,253 | $2,956-57.6% | $3,330-62.4% | $3,169-60.5% |
| Admin fee / account holder | $182 | $276-33.9% | $3,601-94.9% | $479-62.0% |