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| Provider | Service type | Compensation |
|---|---|---|
WC ADMINISTRATORS, LLC2+ years Service code 14 · EIN 20-1663072 433 SOUTH 400 EAST · SALT LAKE CITY, UT 84111 | Plan Administrator | $58,212 |
NATIONWIDE2+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,518 |
LPL FINANCIAL2+ years Service code 10 P.O. BOX 502308 · SAN DIEGO, CA 92150 | Accounting | $0 |
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 | $22,447 | $36,916-39.2% | $156,551-85.7% | $57,658-61.1% |
| Participation rate | 96.5% | 63.4%+33.1pp | 84.0%+12.5pp | 70.2%+26.3pp |
| Annual return | 6.89% | 12.38%-5.5pp | 32.23%-25.3pp | 5.13%+1.8pp |
| Employer contribution / active EE | $2,404 | $1,571+53.1% | $5,501-56.3% | $1,974+21.8% |
| Participant deferral / active EE | $2,159 | $1,926+12.1% | $4,871-55.7% | $3,061-29.4% |
| Admin fee / account holder | $66 | $82-19.8% | $13,028-99.5% | $95-30.0% |