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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 65 · EIN 31-1225639 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Account Maintenance | $1,379 |
HICKS PENSION SERVICES2+ years Service code 14 · EIN 77-0155091 555 CHORRO STREET · SAN LUIS OBISPO, CA 93405 | Plan Administrator | $173 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DRIVE 1ST FLOOR · SAN DIEGO, CA 92121 | Other Commissions | $0 |
SORRENTO PACIFIC FINANCIAL, LL2+ years Service code 26 · EIN 04-3746212 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,483 | $31,388-53.9% | $73,550-80.3% | $62,293-76.8% |
| Participation rate | 2.4% | 39.9%-37.4pp | 54.9%-52.5pp | 69.5%-67.1pp |
| Annual return | 22.49% | 25.34%-2.8pp | -15.16%+37.7pp | 28.90%-6.4pp |
| Employer contribution / active EE | $130 | $498-73.8% | $1,219-89.3% | $2,042-93.6% |
| Participant deferral / active EE | $235 | $1,028-77.1% | $1,804-87.0% | $3,169-92.6% |
| Admin fee / account holder | $0 | $299-100.0% | $2,320-100.0% | $479-100.0% |