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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 28 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 92150 | Investment Management | $7,019 |
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,947 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,076 | $75,183-83.9% | $123,894-90.3% | $55,167-78.1% |
| Participation rate | 66.7% | 72.8%-6.2pp | 81.4%-14.7pp | 69.0%-2.3pp |
| Annual return | 8.24% | 19.01%-10.8pp | 47.52%-39.3pp | 169.23%-161.0pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,861 | $5,084-24.1% | $5,984-35.5% | $3,054+26.4% |
| Admin fee / account holder | $126 | $663-80.9% | $8,357-98.5% | $504-74.9% |