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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $85,511 |
PREFERRED PENSION PLANNING4 years Service code 14 · EIN 22-3200158 991 ROUTE 22 WEST · BRIDGEWATER, NJ 08807 | Plan Administrator | $7,163 |
AVANTAX INSURANCE AGENCY LLC4 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,093 | $53,165-18.9% | $86,216-50.0% | $74,460-42.1% |
| Participation rate | 48.4% | 64.9%-16.4pp | 69.0%-20.5pp | 70.7%-22.3pp |
| Annual return | 17.02% | 22.64%-5.6pp | 1169.42%-1152.4pp | 34.38%-17.4pp |
| Employer contribution / active EE | $1,076 | $1,210-11.1% | $2,382-54.8% | $2,638-59.2% |
| Participant deferral / active EE | $3,096 | $3,234-4.3% | $3,986-22.3% | $4,530-31.6% |
| Admin fee / account holder | $298 | $551-46.0% | $6,853-95.7% | $348-14.3% |