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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $11,445 |
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $10,316 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $234 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,732 | $47,648-77.5% | $130,648-91.8% | $67,579-84.1% |
| Participation rate | 83.0% | 60.4%+22.6pp | 71.7%+11.3pp | 71.3%+11.7pp |
| Annual return | 17.71% | 25.73%-8.0pp | 1708.96%-1691.3pp | 378.56%-360.9pp |
| Employer contribution / active EE | $1,013 | $1,408-28.1% | $4,092-75.2% | $2,148-52.8% |
| Participant deferral / active EE | $905 | $2,616-65.4% | $3,603-74.9% | $3,539-74.4% |
| Admin fee / account holder | $66 | $105-37.1% | $5,464-98.8% | $142-53.6% |