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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7+ years Filed as: LPL FINANCIAL, LLC Service code 22 RPCP COMPENSATIN PROCESSING · SAN DIEGO, CA 92150 | Insurance Broker | $39,859 |
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $30,873 |
JADE PLAN SERVICES5 years Service code 13 PO BOX 470185 · FORT WORTH, TX 76107 | Contract Administrator | $3,249 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $98,995 | $77,670+27.5% | $109,163-9.3% | $79,393+24.7% |
| Participation rate | 37.6% | 67.8%-30.2pp | 75.9%-38.2pp | 70.7%-33.1pp |
| Annual return | 10.83% | 23.44%-12.6pp | 25.75%-14.9pp | 116.87%-106.0pp |
| Employer contribution / active EE | $0 | $2,798-100.0% | $3,723-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,398 | $3,518-60.3% | $4,654-70.0% | $4,046-65.5% |
| Admin fee / account holder | $851 | $732+16.1% | $6,754-87.4% | $627+35.8% |