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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 | $36,002-41.2% | $161,489-86.9% | $64,728-67.3% |
| Participation rate | 58.9% | 57.4%+1.4pp | 78.7%-19.8pp | 57.9%+1.0pp |
| Annual return | 9.52% | 33.93%-24.4pp | 89.72%-80.2pp | 49.38%-39.9pp |
| Employer contribution / active EE | $829 | $1,380-39.9% | $4,268-80.6% | $2,243-63.0% |
| Participant deferral / active EE | $1,412 | $1,815-22.2% | $5,630-74.9% | $2,729-48.3% |
| Admin fee / account holder | $27 | $931-97.2% | $16,006-99.8% | $1,145-97.7% |