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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,435 |
ATLANTIC PENSION SERVICES, INC.1+ years Filed as: ATLANTIC PENSION SERVICES Service code 14 · EIN 23-2942715 511 SCHOOLHOUSE ROAD · KENNETT SQUARE, PA 193481741 | Plan Administrator | $6,059 |
GENEOS WEALTH MANAGEMENT INC1+ years Filed as: GENEOS WEALTH MANAGEMENT, INC. Service code 26 9055 EAST MINDERAL CIRCLE · CENTENNIAL, CO 80112 | Advisory (Participants) | $0 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC. Service code 26 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Advisory (Participants) | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,508 | $46,732-77.5% | $156,551-93.3% | $55,167-81.0% |
| Participation rate | 52.5% | 65.8%-13.3pp | 84.0%-31.5pp | 69.0%-16.5pp |
| Annual return | -2.66% | 17.72%-20.4pp | 32.23%-34.9pp | 169.23%-171.9pp |
| Employer contribution / active EE | $362 | $2,105-82.8% | $5,501-93.4% | $1,963-81.5% |
| Participant deferral / active EE | $1,208 | $2,204-45.2% | $4,871-75.2% | $3,054-60.4% |
| Admin fee / account holder | $23 | $418-94.5% | $13,028-99.8% | $504-95.4% |