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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,976 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-1590850 PO BOX 8089 · BOSTON, MA 02266 | Advisory (Plan) | $6,567 |
NFP RETIREMENT INC5+ years Filed as: NFP CORPORATE SERVICES (PA) INC. Service code 15 · EIN 13-4096969 2600 KELLY RD · WARRINGTON, PA 18976 | Recordkeeping | $3,688 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,633 | $95,406-65.8% | $185,849-82.4% | $85,847-62.0% |
| Participation rate | 62.9% | 68.8%-5.8pp | 81.7%-18.8pp | 69.3%-6.4pp |
| Annual return | 10.71% | 23.59%-12.9pp | 122.10%-111.4pp | 318.61%-307.9pp |
| Employer contribution / active EE | $899 | $3,314-72.9% | $5,169-82.6% | $2,565-65.0% |
| Participant deferral / active EE | $1,368 | $3,424-60.0% | $5,569-75.4% | $3,952-65.4% |
| Admin fee / account holder | $216 | $7,214-97.0% | $16,244-98.7% | $6,261-96.6% |