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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $25,873 |
Filed as: MSI FINANCIAL SERVICES, INC. Service code 55 WOODWARD BUILDING · CHARLOTTE, NC 28277 | Other Commissions | $5,374 |
PENTEGRA SERVICES, INC.2+ years Filed as: APS-PENTEGRA Service code 13 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Contract Administrator | $3,635 |
IRON-CO-FID-COMPREHENSIVE2+ years Filed as: IRON-CO-FID-INDEX-COMPREHENSIVE Service code 28 · EIN 26-2409128 630 DUNDEE ROAD · NORTHBROOK, IL 60062 | Investment Management | $2,139 |
Filed as: MML INSURANCE AGENCY/INVESTOR SVCS Service code 55 1295 STATE STREET #C225 · SPRINGFIELD, MA 01111 | Other Commissions | $2,123 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES, INC. Service code 55 WOODWARD BUILDING · CHARLOTTE, NC 28277 | Other Commissions | $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.
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 | $17,976 | $46,173-61.1% | $170,435-89.5% | $69,631-74.2% |
| Participation rate | 40.5% | 63.9%-23.4pp | 83.6%-43.1pp | 70.7%-30.2pp |
| Annual return | 11.58% | 21.62%-10.0pp | 205.94%-194.4pp | 27571.02%-27559.4pp |
| Employer contribution / active EE | $559 | $1,610-65.3% | $5,432-89.7% | $2,032-72.5% |
| Participant deferral / active EE | $895 | $2,080-57.0% | $4,939-81.9% | $3,224-72.2% |
| Admin fee / account holder | $147 | $116+26.6% | $13,881-98.9% | $110+32.9% |