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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,156 |
PENSION PLAN ADMINISTRATION, LLC3+ years Service code 15 200 LOUISIANA · LITTLE ROCK, AR 72201 | Recordkeeping | $1,392 |
ARVEST ASSET MANAGEMENT3+ years Service code 27 PO BOX 1515 · LOWELL, AR 72745 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $8,654 | $50,637-82.9% | $86,582-90.0% | $62,293-86.1% |
| Participation rate | 39.2% | 67.9%-28.7pp | 73.5%-34.4pp | 69.5%-30.3pp |
| Annual return | 13.36% | 20.80%-7.4pp | 965.08%-951.7pp | 28.90%-15.5pp |
| Employer contribution / active EE | $382 | $2,075-81.6% | $2,839-86.6% | $2,042-81.3% |
| Participant deferral / active EE | $833 | $2,611-68.1% | $3,609-76.9% | $3,169-73.7% |
| Admin fee / account holder | $0 | $413-100.0% | $4,904-100.0% | $479-100.0% |