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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 95-2834236 | Advisory (Participants) | $36,319 |
NATIONWIDE4+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $28,896 |
NATIONAL BENEFIT SERVICES, LLC4+ years Service code 15 · EIN 20-3886993 | Recordkeeping | $23,154 |
METZ & ASSOCIATES PLLC2 years Filed as: METZ AND ASSOCIATES PLLC Service code 10 PO BOX 502533 · SAN DIEGO, CA 92150 | Accounting | $10,976 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,928 | $52,188-56.1% | $86,640-73.5% | $74,460-69.2% |
| Participation rate | 48.2% | 66.3%-18.1pp | 71.7%-23.5pp | 70.7%-22.5pp |
| Annual return | 25.29% | 44.46%-19.2pp | 592.52%-567.2pp | 34.38%-9.1pp |
| Employer contribution / active EE | $1,125 | $2,282-50.7% | $3,024-62.8% | $2,638-57.3% |
| Participant deferral / active EE | $2,721 | $3,383-19.6% | $4,438-38.7% | $4,530-39.9% |
| Admin fee / account holder | $284 | $319-10.8% | $5,616-94.9% | $348-18.3% |