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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,639 |
PENSION PLAN ADMINISTRATION, LLC2+ years Service code 15 200 LOUISIANA · LITTLE ROCK, AR 72201 | Recordkeeping | $200 |
ARVEST ASSET MANAGEMENT2+ years Service code 27 PO BOX 333 · LOWELL, AR 72745 | 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.
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 | $8,041 | $43,423-81.5% | $78,676-89.8% | $55,167-85.4% |
| Participation rate | 38.1% | 68.0%-30.0pp | 73.6%-35.5pp | 69.0%-30.9pp |
| Annual return | 8.44% | 11.53%-3.1pp | 62.19%-53.7pp | 169.23%-160.8pp |
| Employer contribution / active EE | $352 | $1,997-82.4% | $2,850-87.7% | $1,963-82.1% |
| Participant deferral / active EE | $744 | $2,509-70.3% | $3,517-78.8% | $3,054-75.6% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |