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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 95-2834236 | Advisory (Participants) | $25,189 |
METZ & ASSOCIATES PLLC1 year Filed as: METZ AND ASSOCIATES PLLC Service code 10 PO BOX 502533 · SAN DIEGO, CA 92150 | Accounting | $21,818 |
NATIONWIDE3+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $20,968 |
NATIONAL BENEFIT SERVICES, LLC3+ years Service code 15 · EIN 20-3886993 | Recordkeeping | $8,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,391 | $47,722-63.6% | $82,719-79.0% | $64,808-73.2% |
| Participation rate | 39.7% | 67.6%-27.9pp | 72.6%-32.8pp | 71.5%-31.7pp |
| Annual return | -24.23% | -13.05%-11.2pp | 701.18%-725.4pp | 32.82%-57.1pp |
| Employer contribution / active EE | $856 | $2,179-60.7% | $3,009-71.5% | $2,506-65.8% |
| Participant deferral / active EE | $2,239 | $3,329-32.8% | $4,395-49.1% | $4,310-48.1% |
| Admin fee / account holder | $167 | $143+17.0% | $5,329-96.9% | $188-10.9% |