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| Provider | Service type | Compensation |
|---|---|---|
PROEQUITIES INC1 year Service code 22 ATTN PROCEQUITIES COMMISSIONS · BIRMINGHAM, AL 35223 | Insurance Broker | $14,765 |
NATIONWIDE6 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,835 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,989 | $61,166-80.4% | $185,837-93.5% | $79,393-84.9% |
| Participation rate | 77.7% | 66.6%+11.0pp | 81.7%-4.0pp | 70.7%+7.0pp |
| Annual return | 13.33% | 19.45%-6.1pp | 122.08%-108.7pp | 116.87%-103.5pp |
| Employer contribution / active EE | $622 | $2,321-73.2% | $5,168-88.0% | $2,428-74.4% |
| Participant deferral / active EE | $1,338 | $2,789-52.0% | $5,568-76.0% | $4,046-66.9% |
| Admin fee / account holder | $86 | $710-87.9% | $16,241-99.5% | $627-86.3% |