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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $47,097 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 1075 JORDAN CREEK PARKWAY, STE 270 · WEST DES MOINES, IA 50266 | Recordkeeping | $29,057 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $14 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,804 | $53,901-54.0% | $134,143-81.5% | $73,488-66.2% |
| Participation rate | 83.3% | 62.8%+20.5pp | 72.2%+11.1pp | 70.7%+12.6pp |
| Annual return | 4.06% | 15.82%-11.8pp | 36.33%-32.3pp | 28.51%-24.5pp |
| Employer contribution / active EE | $2,920 | $1,458+100.2% | $3,704-21.2% | $2,270+28.6% |
| Participant deferral / active EE | $2,206 | $2,739-19.5% | $3,499-36.9% | $3,740-41.0% |
| Admin fee / account holder | $80 | $581-86.2% | $6,684-98.8% | $513-84.4% |