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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,231 |
ENVOY FINANCIAL1+ years Service code 26 4194 ROYAL PINE DRIVE · COLORADO SPRINGS, CO 80290 | Advisory (Participants) | $2,761 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 15 9265 COUNSELORS ROW · INDIANAPOLIS, IN 46240 | Recordkeeping | $1,047 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,769 | $43,423-63.7% | $78,676-80.0% | $55,167-71.4% |
| Participation rate | 80.0% | 68.0%+12.0pp | 73.6%+6.4pp | 69.0%+11.0pp |
| Annual return | 0.20% | 11.53%-11.3pp | 62.19%-62.0pp | 169.23%-169.0pp |
| Employer contribution / active EE | $1,317 | $1,997-34.0% | $2,850-53.8% | $1,963-32.9% |
| Participant deferral / active EE | $876 | $2,509-65.1% | $3,517-75.1% | $3,054-71.3% |
| Admin fee / account holder | $173 | $416-58.4% | $4,510-96.2% | $504-65.7% |