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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,141 |
GOLDMAN SACHS2+ years Filed as: NEW ALBANY CAPITAL PARTNERS, LLC Service code 27 4200 REGENT ST. · COLUMBUS, OH 43219 | Advisory (Plan) | $14,590 |
PENTEGRA SERVICES, INC.1 year Filed as: APS-PENTEGRA Service code 13 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Contract Administrator | $7,393 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,399 | $36,916-6.8% | $156,551-78.0% | $57,658-40.3% |
| Participation rate | 26.0% | 63.4%-37.5pp | 84.0%-58.1pp | 70.2%-44.3pp |
| Annual return | 8.47% | 12.38%-3.9pp | 32.23%-23.8pp | 5.13%+3.3pp |
| Employer contribution / active EE | $414 | $1,571-73.6% | $5,501-92.5% | $1,974-79.0% |
| Participant deferral / active EE | $751 | $1,926-61.0% | $4,871-84.6% | $3,061-75.5% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |