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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $50,122 |
INNOVATIVE PENSION1 year Filed as: INNOVATIVE PENSION STRATEGY DESIGN Service code 12 · EIN 33-0166640 12975 BROOKPRINTER PLACE, SUITE 200 · POWAY, CA 92064 | Direct payment from the plan; Claims ... | $13,891 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 17 · EIN 31-1332744 6125 MEMORIAL DRIVE · DUBLIN, OK 43017 | Pension Consulting | $12,851 |
Filed as: INDEPENDENT FINANCIAL GROUP Service code 17 12671 HIGH BLUFF DR., SUTIE 200 · SAN DIEGO, CA 92130 | Pension Consulting | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $39,837 | $80,753-50.7% | $136,298-70.8% | $62,293-36.0% |
| Participation rate | 99.4% | 73.5%+25.9pp | 81.9%+17.5pp | 69.5%+29.9pp |
| Annual return | 153.08% | 35.83%+117.2pp | 5156.27%-5003.2pp | 28.90%+124.2pp |
| Employer contribution / active EE | $3,060 | $2,884+6.1% | $4,696-34.8% | $2,042+49.8% |
| Participant deferral / active EE | $5,220 | $5,164+1.1% | $6,247-16.4% | $3,169+64.7% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |