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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 18 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment management fees paid direc... | $24,990 |
REHMANN ROBSON1 year Filed as: REHMANN Service code 15 2330 EAST PARIS AVE SE · GRAND RAPIDS, ME 49546 | Recordkeeping | $4,465 |
LPL FINANCIAL1 year Filed as: WADDELL & REED Service code 27 6300 LAMAR AVE · SHAWNEE MISSION, KS 66201 | Advisory (Plan) | $0 |
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.)
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 | $35,441 | $60,165-41.1% | $74,184-52.2% | $55,167-35.8% |
| Participation rate | 64.2% | 74.2%-9.9pp | 76.6%-12.4pp | 69.0%-4.8pp |
| Annual return | 8.04% | 10.00%-2.0pp | 17.74%-9.7pp | 169.23%-161.2pp |
| Employer contribution / active EE | $855 | $1,600-46.5% | $2,370-63.9% | $1,963-56.4% |
| Participant deferral / active EE | $2,546 | $2,973-14.3% | $3,550-28.3% | $3,054-16.6% |
| Admin fee / account holder | $404 | $419-3.8% | $5,586-92.8% | $504-19.9% |