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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $29,268 |
THE PENSION DESIGN GROUP1+ years Service code 14 · EIN 32-9321561 760 LAKEVIEW PLAZA BLVD. · WORTHINGTON, OH 43085 | Plan Administrator | $20,462 |
Service code 26 · EIN 13-4109249 17605 WRIGHT ST. · OMAHA, NE 68130 | Advisory (Participants) | $4,520 |
INVEST FINANCIAL CORPORATION1+ years Service code 27 | Advisory (Plan) | $0 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION PLANS ASSOCIATES, INC. Service code 14 | Plan 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,762 | $63,905-50.3% | $74,183-57.2% | $57,658-44.9% |
| Participation rate | 58.7% | 79.8%-21.0pp | 76.6%-17.9pp | 70.2%-11.5pp |
| Annual return | -3.26% | 60.60%-63.9pp | 17.74%-21.0pp | 5.13%-8.4pp |
| Employer contribution / active EE | $682 | $1,840-62.9% | $2,370-71.2% | $1,974-65.4% |
| Participant deferral / active EE | $1,603 | $3,448-53.5% | $3,550-54.8% | $3,061-47.6% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |