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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMNBUS, OH 43215 | Securities Custodian | $75,262 |
ITS ASSET MANAGEMENT2+ years Service code 51 · EIN 25-1775394 1720 WASHINGTON ROAD · WASHINGTON, PA 15301 | Investment Mgmt Fees | $65,333 |
KATZ, SAPPER & MILLER2+ years Service code 14 · EIN 35-2123203 800 E 96TH STREET, SUITE 500 · INDIANAPOLIS, IN 46240 | Plan Administrator | $18,706 |
CORNERSTONE ADVISORS ASSET MGMT2+ years Filed as: CORNERSTONE Service code 52 325 E MAIN STREET · GREENFIELD, IN 46140 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,994 | $71,802-66.6% | $133,975-82.1% | $57,658-58.4% |
| Participation rate | 61.4% | 85.5%-24.1pp | 87.1%-25.7pp | 70.2%-8.8pp |
| Annual return | 7.63% | 13.51%-5.9pp | 29.29%-21.7pp | 5.13%+2.5pp |
| Employer contribution / active EE | $206 | $3,161-93.5% | $5,211-96.0% | $1,974-89.6% |
| Participant deferral / active EE | $1,974 | $4,606-57.1% | $6,282-68.6% | $3,061-35.5% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |