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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $28,427 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 28 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 92150 | Investment Management | $14,569 |
DUNBAR, BENDER & ZAPF, INC.2+ years Service code 17 437 GRANT STREET, SUITE 1100 · PITTSBURGH, PA 15219 | Pension Consulting | $6,533 |
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 | $42,994 | $91,051-52.8% | $88,497-51.4% | $55,167-22.1% |
| Participation rate | 68.0% | 79.5%-11.5pp | 82.4%-14.4pp | 69.0%-1.0pp |
| Annual return | 6.29% | 9.63%-3.3pp | 7.63%-1.3pp | 169.23%-162.9pp |
| Employer contribution / active EE | $0 | $3,430-100.0% | $4,036-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,045 | $4,954+1.8% | $4,899+3.0% | $3,054+65.2% |
| Admin fee / account holder | $375 | $539-30.3% | $6,220-94.0% | $504-25.5% |