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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4177100 | Recordkeeping | $16,631 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC-RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $3,918 |
PROACCOUNT1 year Service code 15 · EIN 73-0988442 | Recordkeeping | $2,853 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 15 · EIN 31-4177100 | Recordkeeping | $18 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,934 | $101,672-63.7% | $147,117-74.9% | $74,478-50.4% |
| Participation rate | 36.3% | 75.5%-39.3pp | 82.2%-45.9pp | 67.2%-30.9pp |
| Annual return | 13.06% | 8757.83%-8744.8pp | 420.54%-407.5pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $1,017 | $3,813-73.3% | $4,932-79.4% | $2,626-61.3% |
| Participant deferral / active EE | $2,563 | $7,305-64.9% | $8,065-68.2% | $4,350-41.1% |
| Admin fee / account holder | $540 | $1,753-69.2% | $12,993-95.8% | $1,946-72.3% |