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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $80,826 |
PREFERRED PENSION PLANNING3 years Service code 14 · EIN 22-3200158 991 ROUTE 22 WEST · BRIDGEWATER, NJ 08807 | Plan Administrator | $6,107 |
AVANTAX INSURANCE AGENCY LLC3 years Filed as: AVANTAX WEALTH MANAGEMENT Service code 27 3200 OLYMPUS BLVD · DALLAS, TX 75019 | Advisory (Plan) | $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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,315 | $42,367-16.6% | $79,580-55.6% | $64,819-45.5% |
| Participation rate | 50.5% | 64.7%-14.3pp | 69.5%-19.0pp | 71.5%-21.0pp |
| Annual return | -17.91% | -12.23%-5.7pp | 0.15%-18.1pp | 32.84%-50.7pp |
| Employer contribution / active EE | $1,074 | $1,181-9.0% | $2,413-55.5% | $2,507-57.2% |
| Participant deferral / active EE | $3,115 | $3,170-1.7% | $3,985-21.8% | $4,311-27.7% |
| Admin fee / account holder | $0 | $160-100.0% | $6,835-100.0% | $188-100.0% |