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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $12,816 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 92150 | Advisory (Plan) | $5,882 |
RPS PLAN ADMINISTRATORS1 year Service code 13 7100 E. BELLEVIEW AVE. STE. 300 · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $5,820 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,243 | $45,050-46.2% | $63,018-61.5% | $70,126-65.4% |
| Participation rate | 68.6% | 69.5%-0.9pp | 74.8%-6.2pp | 69.5%-0.9pp |
| Annual return | 11.00% | 18.76%-7.8pp | 87.62%-76.6pp | 73.15%-62.2pp |
| Employer contribution / active EE | $610 | $2,052-70.3% | $2,761-77.9% | $2,343-74.0% |
| Participant deferral / active EE | $1,012 | $2,466-58.9% | $3,330-69.6% | $3,332-69.6% |
| Admin fee / account holder | $86 | $2,834-97.0% | $3,601-97.6% | $4,645-98.2% |