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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $14,181 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BENEFIT SYSTEMS Service code 15 6190 LBJ FREEWAY, BUILDING 200 · DALLAS, TX 75240 | Recordkeeping | $2,632 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,720 | $39,245+6.3% | $64,105-34.9% | $52,331-20.3% |
| Participation rate | 46.5% | 58.2%-11.7pp | 68.2%-21.7pp | 68.1%-21.6pp |
| Annual return | 1.70% | 14.79%-13.1pp | 791.24%-789.5pp | 4.54%-2.8pp |
| Employer contribution / active EE | $1,151 | $736+56.3% | $1,820-36.8% | $1,882-38.8% |
| Participant deferral / active EE | $3,270 | $1,992+64.2% | $2,822+15.9% | $3,022+8.2% |
| Admin fee / account holder | $0 | $592-100.0% | $4,499-100.0% | $592-100.0% |