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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC-RPCP Service code 26 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 921502533 | Advisory (Participants) | $14,218 |
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,148 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,130 | $48,064-54.0% | $78,778-71.9% | $69,631-68.2% |
| Participation rate | 25.6% | 61.6%-35.9pp | 69.2%-43.6pp | 70.7%-45.1pp |
| Annual return | 17.87% | 21.81%-3.9pp | 35.62%-17.8pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $154 | $744-79.3% | $1,986-92.2% | $2,032-92.4% |
| Participant deferral / active EE | $370 | $2,079-82.2% | $2,958-87.5% | $3,224-88.5% |
| Admin fee / account holder | $241 | $152+58.4% | $5,134-95.3% | $110+118.0% |