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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $41,475 |
SECURITY NATIONAL BANK1 year Filed as: SECURITY ADMINSTRATORS INC. Service code 13 | Contract Administrator | $13,073 |
Service code 15 · EIN 16-1209645 100 COURT STREET · BINGHAMTON, NY 139013500 | Recordkeeping | $10,107 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,355 |
Filed as: SECURITY ADMINISTRATORS INC. Service code 13 · EIN 16-1209645 100 COURT STREET · BINHAMTON, NY 139013500 | Contract Administrator | $1,402 |
Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 525568757 | Other Commissions | $0 |
SAGEPOINT FINANCIAL INC7+ years Filed as: FSC SECURITIES CORP Service code 55 2300 WINDY RIDGE PKWY, STE 1100 · ATLANTA, GA 30339 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,745 | $56,540-45.6% | $185,849-83.5% | $86,821-64.6% |
| Participation rate | 64.0% | 65.5%-1.5pp | 81.7%-17.7pp | 72.3%-8.2pp |
| Annual return | 17.20% | 118.20%-101.0pp | 122.10%-104.9pp | 97.94%-80.7pp |
| Employer contribution / active EE | $728 | $1,844-60.5% | $5,169-85.9% | $2,406-69.8% |
| Participant deferral / active EE | $3,018 | $2,555+18.1% | $5,569-45.8% | $4,132-27.0% |
| Admin fee / account holder | $238 | $150+58.7% | $16,244-98.5% | $170+40.1% |