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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $18,167 |
AMERICAN FUNDS1+ years Filed as: CAPITAL CITY SECURITIES LLC Service code 26 1335 DUBLIN RD · COLUMBUS, OH 43215 | Advisory (Participants) | $8,035 |
PENTEGRA SERVICES, INC.1+ years Filed as: PENTEGRA Service code 15 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Recordkeeping | $1,064 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $25,816 | $39,245-34.2% | $64,105-59.7% | $52,331-50.7% |
| Participation rate | 65.5% | 58.2%+7.3pp | 68.2%-2.7pp | 68.1%-2.6pp |
| Annual return | -1.26% | 14.79%-16.0pp | 791.24%-792.5pp | 4.54%-5.8pp |
| Employer contribution / active EE | $122 | $736-83.4% | $1,820-93.3% | $1,882-93.5% |
| Participant deferral / active EE | $1,271 | $1,992-36.2% | $2,822-54.9% | $3,022-57.9% |
| Admin fee / account holder | $0 | $592-100.0% | $4,499-100.0% | $592-100.0% |