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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-1592213 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $5,329 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION SERVICE, INC. Service code 28 · EIN 16-0874395 869 MAIN STREET, SUITE 400 · WESTBROOK, ME 04092 | Investment Management | $4,957 |
Filed as: CHASE INSURANCE AGENCY, INC. Service code 28 ATTN MARTA HARRISON 2J-03 · COLUMBUS, OH 432711249 | Investment Management | $0 |
JP MORGAN SECURITIES LLC1 year Service code 28 ATTN COMPENSATION · COLUMBUS, OH 432711249 | Investment Management | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $28,216 | $47,977-41.2% | $154,111-81.7% | $56,287-49.9% |
| Participation rate | 68.1% | 66.2%+1.9pp | 83.0%-14.9pp | 69.9%-1.8pp |
| Annual return | 21.79% | 3.54%+18.2pp | 735.18%-713.4pp | -9.96%+31.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $85 | $438-80.6% | $13,411-99.4% | $521-83.7% |