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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $8,926 |
PENSION ASSURANCE LLP2+ years Filed as: THE PENSION SERVICE, INC. Service code 10 · EIN 16-0874395 THE EDWARDS BLOCK · WESTBROOK, ME 04092 | Accounting | $5,838 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Service code 22 | Insurance Broker | $4,132 |
Filed as: TPS GROUP 3(16) SERVICES LLC Service code 14 · EIN 82-3348747 127 WASHINGTON AVENUE · NORTH HAVEN, CT 06473 | Plan Administrator | $2,010 |
RAYMOND JAMES FINANCIAL SERVICES2+ 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.
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).
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 | $6,580 | $47,977-86.3% | $154,108-95.7% | $56,289-88.3% |
| Participation rate | 44.0% | 66.2%-22.1pp | 83.0%-39.0pp | 69.9%-25.8pp |
| Annual return | -10.69% | 3.54%-14.2pp | 735.21%-745.9pp | -9.96%-0.7pp |
| Employer contribution / active EE | $531 | $2,169-75.5% | $5,298-90.0% | $2,111-74.8% |
| Participant deferral / active EE | $784 | $2,392-67.2% | $5,081-84.6% | $3,350-76.6% |
| Admin fee / account holder | $227 | $438-48.3% | $13,411-98.3% | $521-56.5% |