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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $14,432 |
LPL FINANCIAL9+ years Service code 20 PO BOX 509026 · SAN DIEGO, CA 921503091 | Consulting fees; Trustee (individual)... | $5,640 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,817 | $53,254-68.4% | $155,574-89.2% | $199,921-91.6% |
| Participation rate | 11.9% | 64.1%-52.2pp | 78.2%-66.3pp | 72.0%-60.1pp |
| Annual return | 13.78% | 41.18%-27.4pp | 64.87%-51.1pp | 34.28%-20.5pp |
| Employer contribution / active EE | $264 | $1,848-85.7% | $4,676-94.3% | $3,035-91.3% |
| Participant deferral / active EE | $327 | $3,165-89.7% | $5,629-94.2% | $5,089-93.6% |
| Admin fee / account holder | $97 | $186-47.9% | $15,914-99.4% | $269-64.1% |