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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $31,522 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 26 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $11,825 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,026 | $61,166-32.9% | $185,849-77.9% | $79,391-48.3% |
| Participation rate | 65.7% | 66.6%-0.9pp | 81.7%-16.0pp | 70.7%-5.0pp |
| Annual return | 13.52% | 19.45%-5.9pp | 122.10%-108.6pp | 116.88%-103.4pp |
| Employer contribution / active EE | $759 | $2,321-67.3% | $5,169-85.3% | $2,428-68.7% |
| Participant deferral / active EE | $2,271 | $2,789-18.6% | $5,569-59.2% | $4,046-43.9% |
| Admin fee / account holder | $324 | $710-54.3% | $16,244-98.0% | $627-48.2% |