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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $53,200 |
LPL FINANCIAL2 years Service code 26 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Advisory (Participants) | $30,434 |
INWEST RETIREMENT SOLUTIONS2 years Service code 15 · EIN 75-2408441 | Recordkeeping | $6,486 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,964 | $73,102-52.2% | $123,552-71.7% | $56,287-37.9% |
| Participation rate | 77.6% | 74.3%+3.3pp | 82.3%-4.6pp | 69.9%+7.8pp |
| Annual return | -2.80% | 3.01%-5.8pp | 119.20%-122.0pp | -9.96%+7.2pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,693 | $5,423-31.9% | $6,426-42.5% | $3,350+10.2% |
| Admin fee / account holder | $375 | $554-32.2% | $9,285-96.0% | $521-27.9% |