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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,683 |
PENTEGRA SERVICES, INC.4+ years Filed as: ALLIANCE BENEFIT GROUP - PENTEGRA Service code 13 5250 77 CENTER DR. · CHARLOTTE, NC 282170709 | Contract Administrator | $4,169 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $2,115 |
NOVA 401(K) ASSOCIATES1 year Service code 17 · EIN 20-1181458 | Pension Consulting | $100 |
TIMOTHY R HOTT PC4+ years Filed as: TIMOTHY G. HAUSMANN Service code 27 2313 RANDOLPH RD. · CHARLOTTE, NC 28207 | Advisory (Plan) | $0 |
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 | $23,577 | $59,186-60.2% | $76,768-69.3% | $56,287-58.1% |
| Participation rate | 73.1% | 75.2%-2.1pp | 77.0%-3.9pp | 69.9%+3.2pp |
| Annual return | -3.00% | 6.62%-9.6pp | 2.43%-5.4pp | -9.96%+7.0pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,676 | $3,255-17.8% | $3,852-30.5% | $3,350-20.1% |
| Admin fee / account holder | $31 | $489-93.6% | $6,675-99.5% | $521-94.0% |