Filed June 25, 2020
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $55,834 |
ASSOCIATED PENSION CONSULTANTS7+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 111 EXPRESS STREET · PLAINVIEW, NY 11803 | Contract Administrator | $70 |
PRIVATE CLIENT SERVICES LLC7+ years Filed as: PRIVATE CLIENT SERVICES, LLC Service code 26 2225 LEXINGTON ROAD · LOUISVILLE, KY 40206 | Advisory (Participants) | $0 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA INC. Service code 55 12325 PORT GRACE BOULEVARD · LA VISTA, NE 68103 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,674 | $70,879+25.1% | $189,558-53.2% | $79,393+11.7% |
| Participation rate | 51.2% | 68.0%-16.7pp | 78.5%-27.2pp | 70.7%-19.5pp |
| Annual return | 14.08% | 20.70%-6.6pp | 64.19%-50.1pp | 116.87%-102.8pp |
| Employer contribution / active EE | $1,288 | $1,806-28.7% | $4,412-70.8% | $2,428-46.9% |
| Participant deferral / active EE | $5,242 | $4,081+28.4% | $6,174-15.1% | $4,046+29.6% |
| Admin fee / account holder | $0 | $647-100.0% | $9,809-100.0% | $627-100.0% |