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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $29,198 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL, LLC Service code 26 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $10,979 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,499 | $65,125-44.0% | $143,797-74.6% | $66,949-45.5% |
| Participation rate | 66.3% | 65.2%+1.1pp | 80.3%-14.0pp | 69.8%-3.5pp |
| Annual return | -17.29% | -11.13%-6.2pp | -0.04%-17.3pp | 1.57%-18.9pp |
| Employer contribution / active EE | $696 | $2,362-70.5% | $4,952-85.9% | $2,545-72.7% |
| Participant deferral / active EE | $1,802 | $2,920-38.3% | $5,638-68.0% | $4,239-57.5% |
| Admin fee / account holder | $308 | $503-38.7% | $14,679-97.9% | $594-48.1% |