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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Service code 15 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Recordkeeping | $8,356 |
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,367 |
REHMANN ROBSON2+ years Filed as: REHMANN FINANCIAL GROUP, LLC Service code 15 | Recordkeeping | $2,381 |
REHMANN ROBSON2+ years Filed as: REHMANN FINANCIAL GROUP Service code 15 2330 EAST PARIS AVE SE · GRAND RAPIDS, MI 49546 | Recordkeeping | $1,804 |
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).
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 | $33,254 | $43,423-23.4% | $78,676-57.7% | $55,167-39.7% |
| Participation rate | 91.6% | 68.0%+23.6pp | 73.6%+18.0pp | 69.0%+22.6pp |
| Annual return | 7.39% | 11.53%-4.1pp | 62.19%-54.8pp | 169.23%-161.8pp |
| Employer contribution / active EE | $810 | $1,997-59.5% | $2,850-71.6% | $1,963-58.8% |
| Participant deferral / active EE | $2,535 | $2,509+1.0% | $3,517-27.9% | $3,054-17.0% |
| Admin fee / account holder | $158 | $416-62.1% | $4,510-96.5% | $504-68.7% |