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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $88,240 |
PENSION SERVICES, INC.4+ years Service code 13 3150 SW 38TH AVENUE · MIAMI, FL 33146 | Contract Administrator | $5,321 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: MML INSURANCE AGENCY Service code 55 1295 STATE STREET #C225 · SPRINGFIELD, MA 011118089 | Other Commissions | $0 |
Filed as: MML INVESTOR SERVICES, LLC Service code 55 1295 STATE STREET, #C225 · SPRINGFIELD, MA 011118089 | Other Commissions | $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.
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 | $19,298 | $260,849-92.6% | $105,738-81.7% | $75,289-74.4% |
| Participation rate | 17.5% | 51.6%-34.0pp | 76.3%-58.8pp | 72.4%-54.9pp |
| Annual return | -0.54% | 10.99%-11.5pp | 6.27%-6.8pp | -0.04%-0.5pp |
| Employer contribution / active EE | $228 | $848-73.1% | $3,268-93.0% | $2,405-90.5% |
| Participant deferral / active EE | $572 | $1,553-63.1% | $4,080-86.0% | $3,739-84.7% |
| Admin fee / account holder | $0 | $484-100.0% | $6,913-100.0% | $102-100.0% |