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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 | $80,133-38.2% | $135,792-63.5% | $71,012-30.2% |
| Participation rate | 38.8% | 46.4%-7.7pp | 72.6%-33.8pp | 58.6%-19.8pp |
| Annual return | 11.20% | 15.15%-3.9pp | 25.96%-14.8pp | 37.67%-26.5pp |
| Employer contribution / active EE | $891 | $1,544-42.3% | $3,496-74.5% | $2,348-62.0% |
| Participant deferral / active EE | $1,432 | $2,074-30.9% | $4,759-69.9% | $3,246-55.9% |
| Admin fee / account holder | $639 | $1,557-58.9% | $12,266-94.8% | $1,167-45.2% |