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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 17 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Pension Consulting | $14,510 |
LPL FINANCIAL4 years Filed as: WADDELL & REED, INC. Service code 17 6300 LAMAR AVE · SHAWNEE MISSION, KS 66202 | Pension Consulting | $4,454 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,320 | $54,573-73.8% | $90,970-84.3% | $73,493-80.5% |
| Participation rate | 51.5% | 61.2%-9.7pp | 69.0%-17.5pp | 70.7%-19.2pp |
| Annual return | 20.52% | 16.69%+3.8pp | 134.58%-114.1pp | 28.51%-8.0pp |
| Employer contribution / active EE | $230 | $991-76.8% | $2,122-89.1% | $2,270-89.9% |
| Participant deferral / active EE | $659 | $2,517-73.8% | $3,373-80.5% | $3,740-82.4% |
| Admin fee / account holder | $172 | $521-67.0% | $5,960-97.1% | $513-66.4% |