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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $39,151 |
L&L FINANCIAL SERVICES5+ years Filed as: L AND L FINANCIAL SERVICES Service code 28 · EIN 63-1238530 | Investment Management | $27,856 |
BENEFIT PROFESSIONALS, INC.5+ years Service code 17 · EIN 63-0913824 | Pension Consulting | $17,389 |
Service code 28 · EIN 13-4109249 | Investment Management | $9,426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,199 | $52,293-44.2% | $178,490-83.6% | $73,409-60.2% |
| Participation rate | 68.9% | 65.3%+3.5pp | 81.9%-13.0pp | 72.2%-3.3pp |
| Annual return | 1.79% | 34.75%-33.0pp | 151.07%-149.3pp | 59.29%-57.5pp |
| Employer contribution / active EE | $649 | $1,735-62.6% | $5,011-87.1% | $2,234-71.0% |
| Participant deferral / active EE | $1,327 | $2,332-43.1% | $5,202-74.5% | $3,805-65.1% |
| Admin fee / account holder | $141 | $127+10.6% | $13,984-99.0% | $158-10.8% |