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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,639 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC-RPCP Service code 22 PO BOX 502533 · SAN DIEGO, CA 921502533 | Insurance Broker | $16,498 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,208 | $51,466-58.8% | $78,778-73.1% | $62,293-66.0% |
| Participation rate | 90.4% | 59.8%+30.6pp | 69.2%+21.2pp | 69.5%+20.9pp |
| Annual return | 12.61% | 19.96%-7.3pp | 35.62%-23.0pp | 28.90%-16.3pp |
| Employer contribution / active EE | $1,065 | $827+28.7% | $1,986-46.4% | $2,042-47.9% |
| Participant deferral / active EE | $2,858 | $2,147+33.1% | $2,958-3.4% | $3,169-9.8% |
| Admin fee / account holder | $257 | $489-47.4% | $5,134-95.0% | $479-46.3% |