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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $58,535 |
Service code 49 · EIN 23-2439467 26-28 W KING ST · LANCASTER, PA 17603 | Other Services | $5,734 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $1,266 |
Filed as: VOYA LIFE INSURANCE AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,266 |
Filed as: BB&T INVESTMENT SERVICES, INC. Service code 27 200 SOUTH COLLEGE STREET · CHARLOTTE, NC 28202 | Advisory (Plan) | $0 |
Filed as: CETERA INVESTMENT SERVICES, LLC Service code 27 400 1ST STREET SOUTH · ST CLOUD, MN 56301 | 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.
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 | $48,407 | $56,640-14.5% | $80,977-40.2% | $57,658-16.0% |
| Participation rate | 45.3% | 75.9%-30.6pp | 75.8%-30.5pp | 70.2%-24.9pp |
| Annual return | 7.47% | 19.97%-12.5pp | 17.11%-9.6pp | 5.13%+2.3pp |
| Employer contribution / active EE | $0 | $2,085-100.0% | $3,715-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,522 | $4,944-69.2% | $5,696-73.3% | $3,061-50.3% |
| Admin fee / account holder | $224 | $87+156.6% | $5,517-95.9% | $95+136.5% |