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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,509 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 PO BOX 8089 · BOSTON, MA 02266 | Advisory (Plan) | $5,615 |
NFP RETIREMENT INC2+ years Filed as: NFP CORPORATE SERVICES (PA) INC. Service code 15 · EIN 13-4096969 2600 KELLY RD · WARRINGTON, PA 18976 | Recordkeeping | $4,968 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,860 | $47,977-56.5% | $154,108-86.5% | $56,289-62.9% |
| Participation rate | 48.8% | 66.2%-17.3pp | 83.0%-34.2pp | 69.9%-21.0pp |
| Annual return | -2.70% | 3.54%-6.2pp | 735.21%-737.9pp | -9.96%+7.3pp |
| Employer contribution / active EE | $779 | $2,169-64.1% | $5,298-85.3% | $2,111-63.1% |
| Participant deferral / active EE | $1,227 | $2,392-48.7% | $5,081-75.8% | $3,350-63.4% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |