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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC-RPCP Service code 28 · EIN 95-2834236 | Investment Management | $56,690 |
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $39,995 |
Filed as: IRON FIDUCIARY Service code 52 · EIN 99-9552241 | Indirect Investment Fees | $4,492 |
Service code 28 · EIN 20-1409613 | Investment Management | $2,555 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 28 · EIN 31-4156830 | Investment Management | $898 |
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 | $45,518 | $103,024-55.8% | $112,040-59.4% | $79,634-42.8% |
| Participation rate | 84.9% | 80.6%+4.4pp | 76.5%+8.4pp | 62.5%+22.4pp |
| Annual return | 13.40% | 17.60%-4.2pp | 24.52%-11.1pp | 36.46%-23.1pp |
| Employer contribution / active EE | $1,972 | $3,015-34.6% | $2,954-33.2% | $2,529-22.0% |
| Participant deferral / active EE | $5,309 | $5,233+1.5% | $5,098+4.2% | $3,835+38.5% |
| Admin fee / account holder | $166 | $465-64.3% | $12,098-98.6% | $1,002-83.4% |