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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,374 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 15 9265 COUNSELORS ROW · INDIANAPOLIS, IN 46240 | Recordkeeping | $5,118 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,450 | $50,637-71.5% | $86,597-83.3% | $62,293-76.8% |
| Participation rate | 88.7% | 67.9%+20.8pp | 73.5%+15.2pp | 69.5%+19.2pp |
| Annual return | 14.33% | 20.80%-6.5pp | 964.96%-950.6pp | 28.90%-14.6pp |
| Employer contribution / active EE | $1,402 | $2,075-32.4% | $2,840-50.6% | $2,042-31.3% |
| Participant deferral / active EE | $1,072 | $2,611-58.9% | $3,609-70.3% | $3,169-66.2% |
| Admin fee / account holder | $217 | $413-47.4% | $4,906-95.6% | $479-54.6% |