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| Provider | Service type | Compensation |
|---|---|---|
PREFERRED PENSION PLANNING3+ years Filed as: PREFERRED PENSION PLANNING CORP. Service code 15 · EIN 22-3200158 991 ROUTE 22 WEST · BRIDGEWATER, NJ 08807 | Recordkeeping | $8,553 |
NATIONWIDE3+ years Filed as: NATONWIDE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,382 |
Filed as: CETERA ADVISORS LLC Service code 22 4600 SYRACUSE ST STE 600 · DENVER, CO 80237 | Insurance Broker | $0 |
LIBERTY GROUP LLC1 year Filed as: LIBERTY PARTNERS FINANCIAL SERVICE Service code 22 5060 CALIFORNIA AVE · BAKERSFIELD, CA 93309 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $70,919 | $50,637+40.1% | $86,582-18.1% | $62,293+13.8% |
| Participation rate | 15.0% | 67.9%-52.9pp | 73.5%-58.6pp | 69.5%-54.5pp |
| Annual return | 17.94% | 20.80%-2.9pp | 965.08%-947.1pp | 28.90%-11.0pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $570 | $2,611-78.2% | $3,609-84.2% | $3,169-82.0% |
| Admin fee / account holder | $0 | $413-100.0% | $4,904-100.0% | $479-100.0% |