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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Service code 15 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Recordkeeping | $7,745 |
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,932 |
REHMANN ROBSON1+ years Filed as: REHMANN FINANCIAL GROUP Service code 15 2330 EAST PARIS AVE SE · GRAND RAPIDS, MI 49546 | Recordkeeping | $2,620 |
REHMANN ROBSON1+ years Filed as: REHMANN FINANCIAL GROUP, LLC Service code 15 | Recordkeeping | $2,316 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,132 | $41,854+41.3% | $73,836-19.9% | $52,331+13.0% |
| Participation rate | 45.5% | 66.2%-20.7pp | 73.4%-27.9pp | 68.1%-22.6pp |
| Annual return | -0.79% | 2.11%-2.9pp | 2268.06%-2268.8pp | 4.54%-5.3pp |
| Employer contribution / active EE | $654 | $1,920-65.9% | $2,787-76.5% | $1,882-65.2% |
| Participant deferral / active EE | $2,205 | $2,498-11.7% | $3,583-38.5% | $3,022-27.0% |
| Admin fee / account holder | $317 | $493-35.6% | $4,882-93.5% | $592-46.4% |