Filed March 27, 2026
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC-RPCP Service code 49 · EIN 95-2834236 | Other Services | $6,684 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $5,861 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,286 | $65,092-8.9% | $143,799-58.8% | $66,938-11.4% |
| Participation rate | 29.0% | 65.2%-36.2pp | 80.3%-51.3pp | 69.8%-40.8pp |
| Annual return | -22.74% | -11.14%-11.6pp | -0.04%-22.7pp | 1.58%-24.3pp |
| Employer contribution / active EE | $522 | $2,362-77.9% | $4,952-89.5% | $2,545-79.5% |
| Participant deferral / active EE | $1,110 | $2,920-62.0% | $5,638-80.3% | $4,238-73.8% |
| Admin fee / account holder | $518 | $502+3.2% | $14,677-96.5% | $594-12.7% |