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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,696 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION SERVICE INC Service code 13 127 WASHINGTON AVE, WEST WING · NORTH HAVEN, CT 06473 | Contract Administrator | $3,946 |
Filed as: IRON-CO-FID-TRADITIONAL Service code 15 630 DUNDEE RD · NORTHBROOK, IL 60062 | Recordkeeping | $973 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Recordkeeping | $243 |
LPL FINANCIAL1 year Filed as: WADDELL & REED, INC. Service code 22 6300 LAMAR AVE · SHAWNEE MISSION, KS 662019217 | 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 | $17,537 | $59,191-70.4% | $76,767-77.2% | $56,289-68.8% |
| Participation rate | 43.4% | 75.2%-31.9pp | 77.0%-33.6pp | 69.9%-26.5pp |
| Annual return | -7.21% | 6.62%-13.8pp | 2.43%-9.6pp | -9.96%+2.8pp |
| Employer contribution / active EE | $629 | $1,759-64.2% | $2,485-74.7% | $2,111-70.2% |
| Participant deferral / active EE | $1,770 | $3,255-45.6% | $3,852-54.1% | $3,350-47.2% |
| Admin fee / account holder | $63 | $489-87.1% | $6,675-99.1% | $521-87.9% |