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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $46,126 |
PROEQUITIES INC1+ years Filed as: PROEQUITIES Service code 26 | Advisory (Participants) | $24,922 |
BENEFIT PROFESSIONALS, INC.1+ years Service code 16 · EIN 63-0913824 | Consulting | $23,217 |
PROEQUITIES INC1+ years Filed as: PROEQUITIES, INC. Service code 17 · EIN 13-4109249 | Pension Consulting | $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.
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 | $12,489 | $57,096-78.1% | $94,229-86.7% | $55,191-77.4% |
| Participation rate | 65.8% | 75.7%-9.9pp | 78.8%-13.0pp | 69.2%-3.4pp |
| Annual return | -12.67% | 159.65%-172.3pp | 10.68%-23.4pp | 10.78%-23.4pp |
| Employer contribution / active EE | $1,545 | $1,708-9.5% | $3,587-56.9% | $1,899-18.6% |
| Participant deferral / active EE | $1,818 | $3,165-42.6% | $4,320-57.9% | $3,046-40.3% |
| Admin fee / account holder | $52 | $89-41.5% | $6,269-99.2% | $91-42.5% |