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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,442 |
MY BENEFITS, LLC2+ years Service code 13 MY BENEFITS, LLC · ATLANTA, GA 30341 | Contract Administrator | $3,396 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD, STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $3,158 |
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.
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 | $30,388 | $46,173-34.2% | $170,435-82.2% | $69,631-56.4% |
| Participation rate | 16.0% | 63.9%-47.9pp | 83.6%-67.6pp | 70.7%-54.7pp |
| Annual return | 12.84% | 21.62%-8.8pp | 205.94%-193.1pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $532 | $2,080-74.4% | $4,939-89.2% | $3,224-83.5% |
| Admin fee / account holder | $225 | $116+94.5% | $13,881-98.4% | $110+104.2% |