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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $21,649 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $16,939 |
ASCENSUS LLC1 year Filed as: THE HILB GROUP OF NEW ENGLAND, LLC Service code 65 · EIN 27-1207016 931 JEFFERSON BLVD. · WARWICK, RI 02886 | Account Maintenance | $1,583 |
401K SAFE4 years Filed as: 401K SAFE LLC Service code 17 P.O. BOX 518 · ALBERTVILLE, AL 35950 | Pension Consulting | $1,549 |
Filed as: CORNERSTONE RETIREMENT PLAN ADMIN Service code 13 931 JEFFERSON BLVD. · WARWICK, RI 02886 | Contract Administrator | $1,500 |
Service code 17 · EIN 63-0913824 P.O. BOX 1789 · ALBERTVILLE, AL 35950 | Pension Consulting | $655 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8155 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,960 | $52,293-31.2% | $178,499-79.9% | $73,412-51.0% |
| Participation rate | 31.6% | 65.3%-33.7pp | 81.9%-50.3pp | 72.2%-40.6pp |
| Annual return | 14.04% | 34.75%-20.7pp | 151.10%-137.1pp | 59.30%-45.3pp |
| Employer contribution / active EE | $349 | $1,735-79.9% | $5,011-93.0% | $2,234-84.4% |
| Participant deferral / active EE | $1,517 | $2,332-35.0% | $5,202-70.8% | $3,806-60.1% |
| Admin fee / account holder | -$2 | $127-101.3% | $13,986-100.0% | $158-101.0% |