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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $58,674 |
BENEFIT PROFESSIONALS, INC.2+ years Service code 16 · EIN 63-0913824 | Consulting | $40,773 |
PROEQUITIES INC2+ years Filed as: PROEQUITIES Service code 26 | Advisory (Participants) | $31,151 |
CLS INVESTMENTS1 year Filed as: CLS INVESTEMENTS Service code 17 · EIN 13-4109249 | Pension Consulting | $3,520 |
PROEQUITIES INC2+ years Filed as: PROEQUITIES, INC. Service code 17 · EIN 13-4109249 | Pension Consulting | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,928 | $107,378-86.1% | $108,582-86.3% | $57,658-74.1% |
| Participation rate | 80.7% | 77.1%+3.5pp | 79.6%+1.1pp | 70.2%+10.4pp |
| Annual return | 7.29% | 12.80%-5.5pp | -51.70%+59.0pp | 5.13%+2.2pp |
| Employer contribution / active EE | $1,583 | $1,782-11.2% | $3,758-57.9% | $1,974-19.8% |
| Participant deferral / active EE | $1,854 | $3,221-42.4% | $4,311-57.0% | $3,061-39.4% |
| Admin fee / account holder | $103 | $108-5.3% | $7,645-98.7% | $95+8.7% |