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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,872 |
Filed as: LINCOLN FINANCIAL ADVISORS Service code 71 1300 S CLINTON STREET · FORT WAYNE, IN 46802 | Brokerage Fees | $4,691 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SERV Service code 17 · EIN 15-0405820 BPAS TPA SERVICES · SYRACUSE, NY 13204 | Pension Consulting | $1,520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $8,754 | $55,453-84.2% | $170,435-94.9% | $62,293-85.9% |
| Participation rate | 64.8% | 66.4%-1.5pp | 83.6%-18.8pp | 69.5%-4.7pp |
| Annual return | 15.92% | 21.38%-5.5pp | 205.94%-190.0pp | 28.90%-13.0pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,856 | $2,303-19.4% | $4,939-62.4% | $3,169-41.4% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |