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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 15 · EIN 31-4156830 | Recordkeeping | $23,074 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $43,720 | $58,888-25.8% | $178,498-75.5% | $73,493-40.5% |
| Participation rate | 48.3% | 66.2%-17.9pp | 81.9%-33.6pp | 70.7%-22.4pp |
| Annual return | 13.88% | 24.86%-11.0pp | 151.09%-137.2pp | 28.51%-14.6pp |
| Employer contribution / active EE | $1,523 | $2,236-31.9% | $5,011-69.6% | $2,270-32.9% |
| Participant deferral / active EE | $2,553 | $2,568-0.6% | $5,202-50.9% | $3,740-31.7% |
| Admin fee / account holder | $13 | $400-96.8% | $13,985-99.9% | $513-97.5% |