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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.5+ years Filed as: APS-PENTEGRA Service code 13 · EIN 13-3892096 | Contract Administrator | $9,831 |
FIRST OHIO PLANNING5+ years Filed as: FIRST OHIO PLANNING, LLC Service code 27 · EIN 26-0142879 | Advisory (Plan) | $7,951 |
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,617 |
ADVISOR RESOURCE COUNCIL5+ years Filed as: ADVISOR GROUP Service code 27 2300 WINDY RIDGE PARKWAY · ATLANTA, GA 30339 | Advisory (Plan) | $0 |
ROYAL ALLIANCE ASSOCIATES INC5+ years Filed as: ROYAL ALLIANCE INSURANCE AGENCY Service code 27 ONE WORD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $8,260 | $52,961-84.4% | $172,755-95.2% | $65,185-87.3% |
| Participation rate | 91.2% | 66.2%+25.0pp | 82.6%+8.5pp | 70.2%+21.0pp |
| Annual return | 19.61% | 30.12%-10.5pp | 802.94%-783.3pp | 29.38%-9.8pp |
| Employer contribution / active EE | $847 | $2,190-61.3% | $5,144-83.5% | $2,177-61.1% |
| Participant deferral / active EE | $1,309 | $2,471-47.0% | $5,198-74.8% | $3,514-62.8% |
| Admin fee / account holder | $73 | $472-84.4% | $13,955-99.5% | $847-91.3% |