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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,884 |
PENSION ASSURANCE LLP4 years Filed as: THE PENSION SERVICE Service code 14 · EIN 16-1613026 270 NORTHPOINTE PKWY · AMHERST, NY 14228 | Plan Administrator | $5,719 |
SECURITIES AMERICA INC1 year Filed as: M & T SECURITIES Service code 22 285 DELAWARE AVENUE · BUFFALO, NY 14202 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $32,313 | $65,376-50.6% | $87,104-62.9% | $65,185-50.4% |
| Participation rate | 21.1% | 75.3%-54.2pp | 76.9%-55.7pp | 70.2%-49.1pp |
| Annual return | 20.34% | 31.27%-10.9pp | 28.19%-7.9pp | 29.38%-9.0pp |
| Employer contribution / active EE | $158 | $1,822-91.3% | $2,521-93.7% | $2,177-92.8% |
| Participant deferral / active EE | $542 | $3,388-84.0% | $4,048-86.6% | $3,514-84.6% |
| Admin fee / account holder | $70 | $520-86.5% | $7,491-99.1% | $847-91.7% |