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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $34,554 |
HEFREN-TILLOTSON, INC.1+ years Filed as: HEFREN-TILLOTSON INC. Service code 26 · EIN 25-1121408 308 SEVENTH AVENUE · PITTSBURGH, PA 15222 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,298 | $70,002-68.1% | $115,038-80.6% | $52,331-57.4% |
| Participation rate | 94.6% | 72.1%+22.5pp | 81.4%+13.2pp | 68.1%+26.5pp |
| Annual return | -0.03% | 4.04%-4.1pp | 26.14%-26.2pp | 4.54%-4.6pp |
| Employer contribution / active EE | $903 | $2,715-66.7% | $4,608-80.4% | $1,882-52.0% |
| Participant deferral / active EE | $1,713 | $4,920-65.2% | $6,026-71.6% | $3,022-43.3% |
| Admin fee / account holder | $237 | $566-58.0% | $8,175-97.1% | $592-59.9% |