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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,209 |
LPL FINANCIAL1 year 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $5,902 | $41,467-85.8% | $67,313-91.2% | $55,725-89.4% |
| Participation rate | 41.6% | 62.5%-20.9pp | 69.1%-27.4pp | 70.9%-29.2pp |
| Annual return | -13.02% | 0.82%-13.8pp | -4.08%-8.9pp | 244.93%-257.9pp |
| Employer contribution / active EE | $548 | $1,316-58.4% | $2,566-78.6% | $2,078-73.6% |
| Participant deferral / active EE | $1,389 | $2,399-42.1% | $3,568-61.1% | $3,356-58.6% |
| Admin fee / account holder | $108 | $102+6.2% | $4,507-97.6% | $115-5.9% |