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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,301 |
BEENE GARTER LLP2 years Service code 15 56 GRANDVILLE AVE SW STE 100 · GRAND RAPIDS, MI 49503 | Recordkeeping | $10,484 |
M HOLDINGS SECURITIES INC2 years Filed as: M HOLDINGS SECURITIES Service code 22 1125 NW COUCH ST #900 · PORTLAND, OR 97209 | Insurance Broker | $8,236 |
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 | $25,314 | $45,825-44.8% | $90,655-72.1% | $56,287-55.0% |
| Participation rate | 84.1% | 66.7%+17.4pp | 74.0%+10.1pp | 69.9%+14.3pp |
| Annual return | -7.09% | 38.64%-45.7pp | 1.89%-9.0pp | -9.96%+2.9pp |
| Employer contribution / active EE | $286 | $1,372-79.1% | $2,532-88.7% | $2,111-86.4% |
| Participant deferral / active EE | $1,979 | $2,562-22.8% | $3,425-42.2% | $3,350-40.9% |
| Admin fee / account holder | $258 | $413-37.4% | $4,994-94.8% | $521-50.4% |