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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $64,936 |
LEGEND EQUITIES CORPORATION2+ years Filed as: LEGEND EQUITIES CORP. Service code 33 | Securities brokerage | $46,208 |
PENSION ASSURANCE LLP2+ years Filed as: THE PENSION SERVICE, INC. Service code 15 270 NORTHPOINTE PKWY SUITE 10 · AMHERST, NY 142281897 | Recordkeeping | $15,931 |
PENSION ASSURANCE LLP2+ years Filed as: THE PENSION SERVICE INC Service code 15 | Recordkeeping | $1,081 |
LEGEND EQUITIES CORPORATION2+ years Filed as: LEGEND EQUITIES CORP Service code 33 4600 EAST PARK DR. SUITE 300 · PALM BEACH GARDENS, FL 33410 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,988 | $35,485-26.8% | $74,552-65.1% | $55,725-53.4% |
| Participation rate | 66.1% | 62.5%+3.5pp | 69.1%-3.1pp | 70.9%-4.8pp |
| Annual return | -7.24% | 0.72%-8.0pp | 32.53%-39.8pp | 244.93%-252.2pp |
| Employer contribution / active EE | $346 | $777-55.4% | $1,961-82.3% | $2,078-83.3% |
| Participant deferral / active EE | $1,717 | $2,181-21.3% | $3,108-44.7% | $3,356-48.8% |
| Admin fee / account holder | $66 | $114-42.3% | $5,060-98.7% | $115-42.7% |