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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $42,743 |
PREFERRED PENSION PLANNING2 years Service code 15 · EIN 22-3200158 991 ROUTE 22 WEST · BRIDGEWATER, NJ 08807 | Recordkeeping | $500 |
Service code 27 400 ROBERT STREET NORTH · ST PAUL, MN 55101 | Advisory (Plan) | $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 | $146,618 | $80,753+81.6% | $136,298+7.6% | $62,293+135.4% |
| Participation rate | 14.3% | 73.5%-59.3pp | 81.9%-67.6pp | 69.5%-55.2pp |
| Annual return | 17.42% | 35.83%-18.4pp | 5156.27%-5138.9pp | 28.90%-11.5pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,051 | $5,164-60.3% | $6,247-67.2% | $3,169-35.3% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |