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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $59,804 |
Filed as: RAYMOND JAMES FINANCIAL SERVI Service code 26 | Advisory (Participants) | $22,936 |
THE PENSION DESIGN GROUP4+ years Service code 14 760 LAKEVIEW PLAZA BLVD · WORTHINGTON, OH 43085 | Plan Administrator | $20,993 |
Filed as: RAYMOND JAMES FINANCIAL SERVIC Service code 26 PO BOX 14527 · ST. PETERSBURG, FL 33733 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,770 | $23,119+50.4% | $71,086-51.1% | $75,289-53.8% |
| Participation rate | 7.3% | 36.3%-29.0pp | 54.7%-47.3pp | 72.4%-65.1pp |
| Annual return | -10.13% | -3.32%-6.8pp | 650.59%-660.7pp | -0.04%-10.1pp |
| Employer contribution / active EE | $113 | $399-71.8% | $1,088-89.7% | $2,405-95.3% |
| Participant deferral / active EE | $329 | $960-65.8% | $1,874-82.5% | $3,739-91.2% |
| Admin fee / account holder | $61 | $89-32.4% | $3,082-98.0% | $102-40.8% |