Filed June 25, 2020
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $27,635 |
PRIVATE CLIENT SERVICES LLC1+ years Filed as: PRIVATE CLIENT SERVICES, LLC Service code 26 2225 LEXINGTON ROAD · LOUISVILLE, KY 40206 | Advisory (Participants) | $19,529 |
ASSOCIATED PENSION CONSULTANTS1+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 17 · EIN 11-3271022 6800 JERICHO TUNRPIKE · SYOSSET, NY 11791 | Pension Consulting | $323 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $68,870 | $45,283+52.1% | $155,789-55.8% | $52,331+31.6% |
| Participation rate | 21.7% | 62.2%-40.5pp | 76.1%-54.4pp | 68.1%-46.4pp |
| Annual return | -2.69% | 1.80%-4.5pp | 71.54%-74.2pp | 4.54%-7.2pp |
| Employer contribution / active EE | $0 | $1,329-100.0% | $3,839-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,604 | $2,854-8.8% | $4,798-45.7% | $3,022-13.8% |
| Admin fee / account holder | $0 | $981-100.0% | $7,477-100.0% | $592-100.0% |