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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $32,620 |
LPL FINANCIAL1+ years Filed as: LPL Service code 27 | Advisory (Plan) | $21,043 |
REHMANN ROBSON1+ years Filed as: REHMANN FINANCIAL GROUP Service code 63 2330 EAST PARIS AVE SE · GRAND RAPIDS, MI 49546 | 12b-1 Fees | $9,524 |
LPL FINANCIAL1+ years Service code 27 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,858 | $45,283-23.0% | $155,789-77.6% | $52,331-33.4% |
| Participation rate | 70.5% | 62.2%+8.3pp | 76.1%-5.6pp | 68.1%+2.4pp |
| Annual return | -2.37% | 1.80%-4.2pp | 71.54%-73.9pp | 4.54%-6.9pp |
| Employer contribution / active EE | $736 | $1,329-44.6% | $3,839-80.8% | $1,882-60.9% |
| Participant deferral / active EE | $2,208 | $2,854-22.7% | $4,798-54.0% | $3,022-26.9% |
| Admin fee / account holder | $432 | $981-56.0% | $7,477-94.2% | $592-27.0% |