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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 11 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Actuarial | $27,639 |
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 33 | Other fees; Securities brokerage | $17,727 |
Filed as: HANLON INVESTMENT MANAGEMENT, INC. Service code 26 · EIN 22-3723068 3393 BARGAINTOWN RD. STE 200 · EGG HARBOR TWP, NJ 08234 | Advisory (Participants) | $9,063 |
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION SERVICE INC Service code 15 | Recordkeeping | $3,916 |
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION SERVICE, INC. Service code 15 270 NORTHPOINTE PKWY · AMHERST, NY 142281897 | Recordkeeping | $3,005 |
COMMENWEALTH FINANCIAL NETWORK1+ years Service code 33 29 SAWYER RD · WALTHAM, MA 024533423 | Other investment fees and expenses; S... | $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.
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 | $34,922 | $50,464-30.8% | $75,784-53.9% | $52,331-33.3% |
| Participation rate | 52.7% | 66.8%-14.1pp | 75.8%-23.1pp | 68.1%-15.4pp |
| Annual return | -3.28% | 1.03%-4.3pp | 9.68%-13.0pp | 4.54%-7.8pp |
| Employer contribution / active EE | $591 | $1,988-70.3% | $3,323-82.2% | $1,882-68.6% |
| Participant deferral / active EE | $2,700 | $2,570+5.0% | $3,652-26.1% | $3,022-10.7% |
| Admin fee / account holder | $118 | $1,103-89.3% | $5,300-97.8% | $592-80.1% |