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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $22,122 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 95-2834236 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 921502533 | Advisory (Participants) | $20,395 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 12 · EIN 35-2015845 | Recordkeeping and information managem... | $12,303 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,469 | $28,416-35.0% | $73,550-74.9% | $69,631-73.5% |
| Participation rate | 49.6% | 38.3%+11.2pp | 54.9%-5.3pp | 70.7%-21.1pp |
| Annual return | 12.48% | -694.13%+706.6pp | -15.16%+27.6pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $108 | $430-74.9% | $1,219-91.1% | $2,032-94.7% |
| Participant deferral / active EE | $577 | $897-35.7% | $1,804-68.0% | $3,224-82.1% |
| Admin fee / account holder | $218 | $104+109.3% | $2,320-90.6% | $110+97.8% |