Filed January 25, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9 years Service code 65 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Account Maintenance | $3,224 |
Filed as: FLEX-PLAN RETIREMENT SERVICES INC Service code 49 · EIN 80-0102330 PO BOX 1650 · ISSAQUAH, WA 98027 | Other Services | $0 |
LPL FINANCIAL9 years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $0 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL, LLC Service code 55 | Other Commissions | $0 |
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 | $58,444 | $91,621-36.2% | $67,511-13.4% | $77,671-24.8% |
| Participation rate | 54.7% | 76.0%-21.2pp | 72.9%-18.2pp | 70.6%-15.9pp |
| Annual return | 15.92% | 14.87%+1.0pp | 3517.41%-3501.5pp | 31.21%-15.3pp |
| Employer contribution / active EE | $1,237 | $3,184-61.1% | $2,733-54.7% | $2,726-54.6% |
| Participant deferral / active EE | $2,884 | $3,906-26.2% | $4,000-27.9% | $4,648-37.9% |
| Admin fee / account holder | $0 | $176-99.9% | $3,999-100.0% | $430-100.0% |