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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $31,115 |
Filed as: MML INSURANCE AGENCY/INVESTOR SVCS Service code 55 1295 STATE STREET #C225 · SPRINGFIELD, MA 011118089 | Other Commissions | $5,914 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 55 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Other Commissions | $4,280 |
PENTEGRA SERVICES, INC.3+ years Filed as: APS-PENTEGRA Service code 13 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Contract Administrator | $3,115 |
IRON-CO-FID-COMPREHENSIVE3+ years Filed as: IRON-CO-FID-INDEX-COMPREHENSIVE Service code 28 · EIN 26-2409128 630 DUNDEE ROAD · NORTHBROOK, IL 60062 | Investment Management | $2,058 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,746 | $47,977-58.8% | $154,108-87.2% | $56,289-64.9% |
| Participation rate | 50.0% | 66.2%-16.2pp | 83.0%-33.0pp | 69.9%-19.9pp |
| Annual return | 7.92% | 3.54%+4.4pp | 735.21%-727.3pp | -9.96%+17.9pp |
| Employer contribution / active EE | $369 | $2,169-83.0% | $5,298-93.0% | $2,111-82.5% |
| Participant deferral / active EE | $1,399 | $2,392-41.5% | $5,081-72.5% | $3,350-58.2% |
| Admin fee / account holder | $169 | $438-61.4% | $13,411-98.7% | $521-67.5% |