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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $0 |
PARKLAND SECURITIES LLC2 years Filed as: PARKLAND SECURITIES Service code 22 300 PARKLAND PLACE · ANN HARBOR, MI 48103 | Insurance Broker | $0 |
UNITED RETIREMENT INC3 years Filed as: UNITED RETIREMENT, INC. Service code 22 545 METRO PLACE S. · DUBLIN, OH 43017 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,938 | $52,961-43.5% | $172,752-82.7% | $65,185-54.1% |
| Participation rate | 59.1% | 66.2%-7.1pp | 82.6%-23.6pp | 70.2%-11.1pp |
| Annual return | 1.84% | 30.12%-28.3pp | 802.97%-801.1pp | 29.38%-27.5pp |
| Employer contribution / active EE | $815 | $2,190-62.8% | $5,144-84.2% | $2,177-62.6% |
| Participant deferral / active EE | $2,580 | $2,471+4.4% | $5,198-50.4% | $3,514-26.6% |
| Admin fee / account holder | $39 | $472-91.7% | $13,955-99.7% | $847-95.4% |