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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $38,727 |
LPL FINANCIAL3+ years Service code 27 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $25,247 |
REHMANN ROBSON3+ years Filed as: REHMANN FINANCIAL GROUP Service code 63 2330 EAST PARIS AVE SE · GRAND RAPIDS, MI 49546 | 12b-1 Fees | $7,644 |
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.)
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 | $40,985 | $52,639-22.1% | $185,117-77.9% | $62,293-34.2% |
| Participation rate | 68.6% | 63.9%+4.8pp | 77.3%-8.6pp | 69.5%-0.9pp |
| Annual return | 15.42% | 19.57%-4.2pp | 40.50%-25.1pp | 28.90%-13.5pp |
| Employer contribution / active EE | $782 | $1,483-47.3% | $4,182-81.3% | $2,042-61.7% |
| Participant deferral / active EE | $2,375 | $3,097-23.3% | $5,045-52.9% | $3,169-25.1% |
| Admin fee / account holder | $488 | $374+30.6% | $8,159-94.0% | $479+1.8% |