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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $49,775 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,700 |
Filed as: MML INSURANCE AGENCY, LLC Service code 55 1295 STATE STREET #C225 · SPRINGFIELD, MA 011118089 | Other Commissions | $0 |
Filed as: MML INVESTORS SERVICES, LLC Service code 55 1295 STATE STREET #C225 · SPRINGFIELD, MA 011118089 | Other Commissions | $0 |
PENSION SERVICES, INC.3+ years Service code 13 3150 SW 38TH AVENUE, STE. 900 · MIAMI, FL 33146 | Contract Administrator | $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,687 | $38,989-44.4% | $117,039-81.5% | $77,958-72.2% |
| Participation rate | 14.3% | 57.0%-42.7pp | 77.2%-62.9pp | 71.6%-57.4pp |
| Annual return | 13.38% | 20.61%-7.2pp | 18.95%-5.6pp | 20.87%-7.5pp |
| Employer contribution / active EE | $167 | $1,026-83.7% | $3,785-95.6% | $2,310-92.8% |
| Participant deferral / active EE | $470 | $1,621-71.0% | $3,929-88.0% | $3,537-86.7% |
| Admin fee / account holder | $17 | $76-77.2% | $5,974-99.7% | $97-82.3% |