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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $54,749 |
FIRST ALLIED SECURITIES INC3+ years Filed as: FIRST ALLIED SECURITIES Service code 71 655 WEST BROADWAY · SAN DIEGO, CA 92101 | Brokerage Fees | $0 |
PFP-NJ INC3+ years Service code 10 461 SOMERSET STREET · NO PLAINFIELD, NJ 07060 | Accounting | $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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,736 | $80,753-1.3% | $136,298-41.5% | $62,293+28.0% |
| Participation rate | 67.3% | 73.5%-6.3pp | 81.9%-14.7pp | 69.5%-2.3pp |
| Annual return | 18.81% | 35.83%-17.0pp | 5156.27%-5137.5pp | 28.90%-10.1pp |
| Employer contribution / active EE | $609 | $2,884-78.9% | $4,696-87.0% | $2,042-70.2% |
| Participant deferral / active EE | $3,331 | $5,164-35.5% | $6,247-46.7% | $3,169+5.1% |
| Admin fee / account holder | $30 | $525-94.2% | $9,244-99.7% | $479-93.6% |