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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: LION STREET FINANCIAL, LLC Service code 22 515 CONGRESS AVENUE, SUITE 2500 · AUSTIN, TX 78701 | Insurance Broker | $4,620 |
NATIONWIDE10+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,150 |
PPA/TPA2 years Service code 15 JENNIFER FRANK · EUGENE, OR 97402 | Recordkeeping | $411 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,275 | $55,437-67.0% | $155,534-88.3% | $74,459-75.5% |
| Participation rate | 32.5% | 61.9%-29.4pp | 78.2%-45.7pp | 67.2%-34.7pp |
| Annual return | 9.62% | 269.58%-260.0pp | 64.92%-55.3pp | 1369.70%-1360.1pp |
| Employer contribution / active EE | $536 | $2,266-76.3% | $4,675-88.5% | $2,626-79.6% |
| Participant deferral / active EE | $865 | $2,837-69.5% | $5,630-84.6% | $4,350-80.1% |
| Admin fee / account holder | $22 | $1,742-98.7% | $15,900-99.9% | $1,945-98.9% |