Filed March 5, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,888 |
NATIONWIDE4 years Service code 15 ONE NATION BLVD · COLUMBUS, OH 43218 | Recordkeeping | $2,603 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,893 | $58,888-67.9% | $178,498-89.4% | $73,493-74.3% |
| Participation rate | 95.0% | 66.2%+28.8pp | 81.9%+13.1pp | 70.7%+24.4pp |
| Annual return | 13.69% | 24.86%-11.2pp | 151.09%-137.4pp | 28.51%-14.8pp |
| Employer contribution / active EE | $921 | $2,236-58.8% | $5,011-81.6% | $2,270-59.4% |
| Participant deferral / active EE | $2,768 | $2,568+7.8% | $5,202-46.8% | $3,740-26.0% |
| Admin fee / account holder | $142 | $400-64.5% | $13,985-99.0% | $513-72.3% |