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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $4,373 |
QBI, LLC1 year Filed as: QBI Service code 13 · EIN 26-2768667 21031 VENTURA BLVD 12TH FLOOR · WOODLAND HILLS, CA 91364 | Contract Administrator | $2,725 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 ATTN COMMISSIONS DEPT · SAN DIEGO, CA 92121 | Advisory (Plan) | $0 |
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.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,345 | $52,967-89.9% | $172,753-96.9% | $65,186-91.8% |
| Participation rate | 52.6% | 66.2%-13.6pp | 82.6%-30.0pp | 70.2%-17.6pp |
| Annual return | 3.71% | 30.12%-26.4pp | 803.00%-799.3pp | 29.39%-25.7pp |
| Employer contribution / active EE | $824 | $2,190-62.4% | $5,144-84.0% | $2,177-62.2% |
| Participant deferral / active EE | $1,267 | $2,471-48.7% | $5,198-75.6% | $3,514-63.9% |
| Admin fee / account holder | $0 | $472-100.0% | $13,956-100.0% | $847-100.0% |