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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL, LLC Service code 22 RPCP COMPENSATIN PROCESSING · SAN DIEGO, CA 92150 | Insurance Broker | $35,862 |
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,878 |
JADE PLAN SERVICES6 years Service code 13 PO BOX 470185 · FORT WORTH, TX 76107 | Contract Administrator | $3,362 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,667 | $64,176+16.3% | $112,249-33.5% | $66,938+11.5% |
| Participation rate | 44.9% | 68.4%-23.5pp | 75.1%-30.1pp | 69.8%-24.9pp |
| Annual return | -15.16% | -13.80%-1.4pp | 27.48%-42.6pp | 1.58%-16.7pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,861 | $3,694-49.6% | $4,729-60.6% | $4,238-56.1% |
| Admin fee / account holder | $626 | $6260% | $6,412-90.2% | $594+5.5% |