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 | $91,695-36.3% | $67,575-13.5% | $77,736-24.8% |
| Participation rate | 54.7% | 76.0%-21.3pp | 72.9%-18.2pp | 70.6%-15.9pp |
| Annual return | 15.92% | 14.88%+1.0pp | 3528.98%-3513.1pp | 31.26%-15.3pp |
| Employer contribution / active EE | $1,237 | $3,189-61.2% | $2,736-54.8% | $2,728-54.6% |
| Participant deferral / active EE | $2,884 | $3,912-26.3% | $4,003-28.0% | $4,651-38.0% |
| Admin fee / account holder | $0 | $245-100.0% | $3,993-100.0% | $433-100.0% |