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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $7,838 |
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION SERVICE, INC. Service code 10 · EIN 16-0874395 THE EDWARDS BLOCK · WESTBROOK, ME 04092 | Accounting | $5,051 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Service code 22 | Insurance Broker | $3,764 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES Service code 22 P.O. BOX 14527 · ST. PETERSBURG, FL 33733 | Insurance Broker | $0 |
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).
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 | $7,370 | $55,453-86.7% | $170,435-95.7% | $62,293-88.2% |
| Participation rate | 36.4% | 66.4%-29.9pp | 83.6%-47.1pp | 69.5%-33.1pp |
| Annual return | 17.07% | 21.38%-4.3pp | 205.94%-188.9pp | 28.90%-11.8pp |
| Employer contribution / active EE | $384 | $2,164-82.3% | $5,432-92.9% | $2,042-81.2% |
| Participant deferral / active EE | $562 | $2,303-75.6% | $4,939-88.6% | $3,169-82.3% |
| Admin fee / account holder | $219 | $455-52.0% | $13,881-98.4% | $479-54.4% |