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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 51 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Mgmt Fees | $67,292 |
CADARET GRANT & CO INC2+ years Filed as: CADARET GRANT & COMPANY, INC. Service code 71 | Brokerage Fees | $53,291 |
CADARET GRANT & CO INC2+ years Filed as: CADARET GRANT & COMPANY INC. Service code 71 110 W FAYETTE ST., 5TH FL. · SYRACUSE, NY 13202 | Brokerage Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,125 | $75,183+27.9% | $123,894-22.4% | $55,167+74.2% |
| Participation rate | 66.4% | 72.8%-6.5pp | 81.4%-15.0pp | 69.0%-2.6pp |
| Annual return | 5.95% | 19.01%-13.1pp | 47.52%-41.6pp | 169.23%-163.3pp |
| Employer contribution / active EE | $450 | $2,823-84.1% | $4,617-90.3% | $1,963-77.1% |
| Participant deferral / active EE | $7,144 | $5,084+40.5% | $5,984+19.4% | $3,054+133.9% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |