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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MEEDER ADVISORY SERVICES Service code 22 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Insurance Broker | $10,951 |
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,767 |
PENTEGRA SERVICES, INC.2+ years Filed as: APS- PENTEGRA Service code 15 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 430049297 | Recordkeeping | $685 |
ADVISOR RESOURCE COUNCIL2+ years Filed as: ADVISOR DEALER SERVICES, INC Service code 22 PO BOX 7177 · DUBLIN, OH 43017 | Insurance Broker | $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.
Annual investment return 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 | $58,245 | $42,546+36.9% | $71,796-18.9% | $55,167+5.6% |
| Participation rate | 29.0% | 59.1%-30.1pp | 69.1%-40.1pp | 69.0%-40.0pp |
| Annual return | 4.41% | 12.36%-7.9pp | 78.04%-73.6pp | 169.23%-164.8pp |
| Employer contribution / active EE | $181 | $803-77.5% | $1,924-90.6% | $1,963-90.8% |
| Participant deferral / active EE | $931 | $2,064-54.9% | $2,794-66.7% | $3,054-69.5% |
| Admin fee / account holder | $0 | $650-100.0% | $4,815-100.0% | $504-100.0% |