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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 53 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Insurance Commissions | $51,652 |
TRITON SERVICES CORPORATION2+ years Service code 15 10432 BALLS FORD ROAD · MANASSAS, VA 20109 | Recordkeeping | $12,896 |
LPL FINANCIAL2+ years Filed as: LPL/CARMELA WILLIAMS Service code 28 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Investment Management | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,390 | $52,884-16.1% | $84,753-47.6% | $55,167-19.5% |
| Participation rate | 63.3% | 67.5%-4.2pp | 76.6%-13.3pp | 69.0%-5.7pp |
| Annual return | 5.20% | 18.03%-12.8pp | 22.78%-17.6pp | 169.23%-164.0pp |
| Employer contribution / active EE | $2 | $2,233-99.9% | $3,574-100.0% | $1,963-99.9% |
| Participant deferral / active EE | $2,361 | $2,644-10.7% | $3,712-36.4% | $3,054-22.7% |
| Admin fee / account holder | $71 | $581-87.7% | $5,333-98.7% | $504-85.9% |