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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,681 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC-RPCP Service code 55 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 92150 | Other Commissions | $13,443 |
PENSION ASSURANCE LLP2 years Filed as: THE PENSION SERVICE Service code 17 · EIN 04-3496225 468 GREAT ROAD · ACTON, MA 01720 | Pension Consulting | $2,393 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,648 | $35,986-0.9% | $77,513-54.0% | $73,493-51.5% |
| Participation rate | 32.4% | 40.8%-8.4pp | 54.2%-21.8pp | 70.7%-38.2pp |
| Annual return | 18.40% | 19.26%-0.9pp | 54.81%-36.4pp | 28.51%-10.1pp |
| Employer contribution / active EE | $152 | $557-72.7% | $987-84.6% | $2,270-93.3% |
| Participant deferral / active EE | $817 | $1,198-31.8% | $1,861-56.1% | $3,740-78.2% |
| Admin fee / account holder | $391 | $466-16.0% | $2,859-86.3% | $513-23.7% |