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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $31,931 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL, LLC Service code 26 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $11,099 |
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 | $46,672 | $61,356-23.9% | $149,696-68.8% | $71,511-34.7% |
| Participation rate | 43.1% | 62.5%-19.4pp | 78.8%-35.7pp | 67.9%-24.8pp |
| Annual return | 18.85% | 35.86%-17.0pp | 134.46%-115.6pp | 28.86%-10.0pp |
| Employer contribution / active EE | $625 | $2,382-73.8% | $4,821-87.0% | $2,589-75.9% |
| Participant deferral / active EE | $1,653 | $2,920-43.4% | $5,682-70.9% | $4,291-61.5% |
| Admin fee / account holder | $361 | $1,263-71.4% | $13,212-97.3% | $1,588-77.3% |