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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $13,835 |
LPL FINANCIAL1 year Service code 13 · EIN 95-2834236 | Contract Administrator | $10,940 |
LPL FINANCIAL2 years Filed as: WADDELL & REED, INC. Service code 13 · EIN 43-1235675 6300 LAMAR AVE · SHAWNEE MISSION, KS 66202 | Contract Administrator | $10,638 |
RPS PLAN ADMINISTRATORS6+ years Service code 13 · EIN 84-1096179 | Contract Administrator | $7,922 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO-FID-3(21) Service code 13 · EIN 26-2409128 630 DUNDEE RD, STE 200 · NORTHBROOK, IL 60062 | Contract Administrator | $757 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,532 | $77,670-5.3% | $109,163-32.6% | $79,393-7.4% |
| Participation rate | 32.2% | 67.8%-35.6pp | 75.9%-43.7pp | 70.7%-38.5pp |
| Annual return | 16.26% | 23.44%-7.2pp | 25.75%-9.5pp | 116.87%-100.6pp |
| Employer contribution / active EE | $0 | $2,798-100.0% | $3,723-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $862 | $3,518-75.5% | $4,654-81.5% | $4,046-78.7% |
| Admin fee / account holder | $388 | $732-47.0% | $6,754-94.3% | $627-38.1% |