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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 13 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $38,091 |
WC ADMINISTRATORS, LLC2+ years Service code 15 · EIN 20-1663072 433 SOUTH 400 EAST · SALT LAKE CITY, UT 84111 | Recordkeeping | $945 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 28 · EIN 95-2834236 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Investment Management | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,308 | $50,898+53.9% | $171,082-54.2% | $55,167+41.9% |
| Participation rate | 88.2% | 63.3%+25.0pp | 76.7%+11.5pp | 69.0%+19.2pp |
| Annual return | 7.59% | 15.34%-7.8pp | 32.56%-25.0pp | 169.23%-161.6pp |
| Employer contribution / active EE | $2,319 | $1,433+61.8% | $4,002-42.1% | $1,963+18.1% |
| Participant deferral / active EE | $4,310 | $2,994+43.9% | $4,797-10.2% | $3,054+41.1% |
| Admin fee / account holder | $300 | $500-39.9% | $8,520-96.5% | $504-40.4% |