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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,093 |
BEENE GARTER LLP1 year Service code 15 56 GRANDVILLE AVE SW STE 100 · GRAND RAPIDS, MI 49503 | Recordkeeping | $9,779 |
Filed as: M HOLDINGS SECURITIES Service code 22 1125 NW COUCH ST #900 · PORTLAND, OR 97209 | Insurance Broker | $8,217 |
Employer 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 | $26,299 | $47,448-44.6% | $94,993-72.3% | $62,293-57.8% |
| Participation rate | 86.3% | 66.5%+19.8pp | 73.9%+12.4pp | 69.5%+16.8pp |
| Annual return | 15.84% | 22.64%-6.8pp | 27.14%-11.3pp | 28.90%-13.1pp |
| Employer contribution / active EE | $254 | $1,300-80.5% | $2,603-90.2% | $2,042-87.6% |
| Participant deferral / active EE | $1,650 | $2,375-30.5% | $3,317-50.3% | $3,169-47.9% |
| Admin fee / account holder | $257 | $434-40.8% | $4,960-94.8% | $479-46.4% |