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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $35,945 |
Filed as: STEIDLE PENSION SOLUTIONS,LLC Service code 17 · EIN 02-0794802 128 MAIN STREET · LEBANON, NJ 088330530 | Pension Consulting | $14,786 |
NATIONWIDE1 year Filed as: NATIONWIDE PLANNING ASSOC. Service code 26 · EIN 22-1063549 115 W CENTURY RD. STE 360 · PARAMUS, NJ 076520000 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,548 | $75,183-56.7% | $123,894-73.7% | $55,167-41.0% |
| Participation rate | 28.9% | 72.8%-43.9pp | 81.4%-52.5pp | 69.0%-40.1pp |
| Annual return | 5.10% | 19.01%-13.9pp | 47.52%-42.4pp | 169.23%-164.1pp |
| Employer contribution / active EE | $398 | $2,823-85.9% | $4,617-91.4% | $1,963-79.7% |
| Participant deferral / active EE | $2,440 | $5,084-52.0% | $5,984-59.2% | $3,054-20.1% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |