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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $21,662 |
PENTEGRA SERVICES, INC.5 years Filed as: APS - PENTEGRA Service code 14 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 430049297 | Plan Administrator | $3,030 |
IRON-CO-FID-COMPREHENSIVE10+ years Filed as: IRON-CO-FID-INDEX-COMPREHENSIVE Service code 55 · EIN 26-2409128 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Other Commissions | $2,424 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL, LLC Service code 55 COMMISSION DEPT. · SAN DIEGO, CA 92121 | Other Commissions | $0 |
Filed as: MML INSURANCE AGENCY/INVESTOR SVCS Service code 22 PO BOX 9500 · SPRINGFIELD, MA 011118089 | 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.
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 | $21,179 | $38,165-44.5% | $189,758-88.8% | $69,255-69.4% |
| Participation rate | 58.9% | 66.7%-7.8pp | 79.8%-20.9pp | 69.0%-10.1pp |
| Annual return | 9.52% | 14.65%-5.1pp | 52.62%-43.1pp | 26.73%-17.2pp |
| Employer contribution / active EE | $829 | $1,589-47.8% | $4,767-82.6% | $2,645-68.7% |
| Participant deferral / active EE | $1,412 | $2,073-31.9% | $5,856-75.9% | $2,890-51.2% |
| Admin fee / account holder | $27 | $714-96.3% | $20,388-99.9% | $733-96.4% |