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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $69,008 |
LPL FINANCIAL4 years Service code 26 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Advisory (Participants) | $38,992 |
INWEST RETIREMENT SOLUTIONS4 years Service code 15 · EIN 75-2408441 | Recordkeeping | $7,565 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,485 | $99,957-24.5% | $149,730-49.6% | $73,493+2.7% |
| Participation rate | 66.4% | 75.7%-9.3pp | 82.5%-16.0pp | 70.7%-4.2pp |
| Annual return | 19.42% | 53.87%-34.4pp | 276.70%-257.3pp | 28.51%-9.1pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,310 | $6,073-12.6% | $6,843-22.4% | $3,740+42.0% |
| Admin fee / account holder | $589 | $551+7.0% | $9,310-93.7% | $513+14.8% |