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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $41,661 |
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,996 |
Service code 13 · EIN 86-1354423 5114 POINT FOSDICK DR. · GIG HARBOR, WA 98335 | Contract Administrator | $6,391 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,762 | $46,325-55.2% | $143,788-85.6% | $64,814-68.0% |
| Participation rate | 36.9% | 64.2%-27.3pp | 80.3%-43.4pp | 71.5%-34.5pp |
| Annual return | -13.71% | -10.05%-3.7pp | -0.03%-13.7pp | 32.84%-46.5pp |
| Employer contribution / active EE | $251 | $1,911-86.8% | $4,952-94.9% | $2,507-90.0% |
| Participant deferral / active EE | $2,404 | $2,647-9.2% | $5,638-57.4% | $4,310-44.2% |
| Admin fee / account holder | $203 | $154+31.7% | $14,675-98.6% | $188+7.8% |