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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,200 |
Filed as: THE PATRIOT FINANCIAL GRP INS AGENC Service code 27 · EIN 90-0138117 | Advisory (Plan) | $1,163 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS Service code 15 · EIN 06-1504963 | Recordkeeping | $96 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,978 | $61,166-80.4% | $185,837-93.6% | $79,393-84.9% |
| Participation rate | 29.8% | 66.6%-36.8pp | 81.7%-51.9pp | 70.7%-40.9pp |
| Annual return | 21.49% | 19.45%+2.0pp | 122.08%-100.6pp | 116.87%-95.4pp |
| Employer contribution / active EE | $593 | $2,321-74.5% | $5,168-88.5% | $2,428-75.6% |
| Participant deferral / active EE | $427 | $2,789-84.7% | $5,568-92.3% | $4,046-89.5% |
| Admin fee / account holder | $11 | $710-98.4% | $16,241-99.9% | $627-98.2% |