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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $11,350 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 51 · EIN 95-2834236 | Investment Mgmt Fees | $8,619 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,592 | $54,370-62.1% | $82,763-75.1% | $68,490-69.9% |
| Participation rate | 58.2% | 63.9%-5.8pp | 72.6%-14.4pp | 67.9%-9.7pp |
| Annual return | -13.69% | -13.67%0pp | 702.45%-716.1pp | -7.85%-5.8pp |
| Employer contribution / active EE | $797 | $2,219-64.1% | $3,008-73.5% | $2,597-69.3% |
| Participant deferral / active EE | $1,738 | $3,247-46.5% | $4,395-60.4% | $4,028-56.8% |
| Admin fee / account holder | $0 | $4,398-100.0% | $5,325-100.0% | $5,403-100.0% |