See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 37 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $30,938 |
THE PENSION DESIGN GROUP2 years Service code 15 · EIN 31-1081385 760 LAKEVIEW PLAZA BLVD · WORTHINGTON, OH 430856720 | Recordkeeping | $2,388 |
PENTEGRA SERVICES, INC.2 years Filed as: APS - PENTEGRA Service code 26 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 430049297 | Advisory (Participants) | $0 |
Filed as: WORLD CHOICE SECURITIES INC Service code 26 1101 ARWINE COURT · EULESS, TX 760406407 | Advisory (Participants) | $0 |
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.
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 | $45,792 | $49,138-6.8% | $84,015-45.5% | $65,185-29.8% |
| Participation rate | 43.6% | 60.7%-17.2pp | 69.0%-25.4pp | 70.2%-26.6pp |
| Annual return | 21.02% | 23.00%-2.0pp | 71.31%-50.3pp | 29.38%-8.4pp |
| Employer contribution / active EE | $128 | $914-86.0% | $1,983-93.6% | $2,177-94.1% |
| Participant deferral / active EE | $1,279 | $2,397-46.7% | $3,239-60.5% | $3,514-63.6% |
| Admin fee / account holder | $14 | $543-97.4% | $6,101-99.8% | $847-98.4% |