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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $39,453 |
LPL FINANCIAL2 years Service code 26 ATTN COMMISSIONS DEPT · SAN DIEGO, CA 92121 | Advisory (Participants) | $0 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,450 | $52,961+16.0% | $172,752-64.4% | $65,185-5.7% |
| Participation rate | 48.0% | 66.2%-18.2pp | 82.6%-34.7pp | 70.2%-22.2pp |
| Annual return | 21.07% | 30.12%-9.1pp | 802.97%-781.9pp | 29.38%-8.3pp |
| Employer contribution / active EE | $752 | $2,190-65.7% | $5,144-85.4% | $2,177-65.5% |
| Participant deferral / active EE | $2,121 | $2,471-14.2% | $5,198-59.2% | $3,514-39.7% |
| Admin fee / account holder | $506 | $472+7.2% | $13,955-96.4% | $847-40.3% |