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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,645 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION ADVISORS, LTD Service code 13 · EIN 35-2015845 9465 COUNSELORS ROW · INDIDNAPOLIS, IN 46240 | Contract Administrator | $5,158 |
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.
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 | $29,554 | $84,493-65.0% | $125,381-76.4% | $66,938-55.8% |
| Participation rate | 41.4% | 76.4%-35.0pp | 82.4%-41.0pp | 69.8%-28.4pp |
| Annual return | -16.13% | -8.49%-7.6pp | 572.31%-588.4pp | 1.58%-17.7pp |
| Employer contribution / active EE | $485 | $3,554-86.3% | $4,815-89.9% | $2,545-80.9% |
| Participant deferral / active EE | $1,974 | $6,783-70.9% | $7,448-73.5% | $4,238-53.4% |
| Admin fee / account holder | $0 | $685-100.0% | $10,007-100.0% | $594-100.0% |