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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC- RPCP Service code 27 · EIN 95-2834236 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $47,459 |
NATIONWIDE6 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $34,669 |
NEXUS ADMINISTRATORS, INC.5 years Service code 15 · EIN 77-0586222 735 W. ALLUVIAL, SUITE 101 · FRESNO, CA 93711 | Recordkeeping | $23,529 |
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.)
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 | $49,541 | $89,241-44.5% | $134,172-63.1% | $79,634-37.8% |
| Participation rate | 38.8% | 47.1%-8.3pp | 72.5%-33.7pp | 62.5%-23.7pp |
| Annual return | 11.20% | 16.69%-5.5pp | 25.30%-14.1pp | 36.46%-25.3pp |
| Employer contribution / active EE | $891 | $1,634-45.5% | $3,420-73.9% | $2,529-64.8% |
| Participant deferral / active EE | $1,432 | $2,288-37.4% | $4,690-69.5% | $3,835-62.6% |
| Admin fee / account holder | $639 | $1,359-52.9% | $12,016-94.7% | $1,002-36.2% |