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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,734 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC-RPCP Service code 16 · EIN 95-2834236 RPCP COMMPENSATION PROCESSING · SAN DIEGO, CA 921502533 | Consulting | $8,414 |
SUNWEST PENSIONS2 years Service code 13 · EIN 86-0922116 PO BOX 7850 · TEMPE, AZ 852810850 | Contract Administrator | $6,068 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,059 | $42,548-22.3% | $74,549-55.7% | $56,287-41.3% |
| Participation rate | 36.5% | 60.5%-23.9pp | 69.1%-32.6pp | 69.9%-33.3pp |
| Annual return | -6.38% | 12.40%-18.8pp | 32.53%-38.9pp | -9.96%+3.6pp |
| Employer contribution / active EE | $30 | $855-96.5% | $1,961-98.5% | $2,111-98.6% |
| Participant deferral / active EE | $1,509 | $2,277-33.7% | $3,108-51.4% | $3,350-55.0% |
| Admin fee / account holder | $34 | $467-92.8% | $5,059-99.3% | $521-93.5% |