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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA RETIREMENT SVS - OH Service code 15 · EIN 13-3745616 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Recordkeeping | $7,223 |
ERBEN ASSOCIATES LLC2 years Service code 27 300 BEARDSLEY LN BLD G STE 200 · AUSTIN, TX 78746 | Advisory (Plan) | $5,170 |
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $4,875 |
Filed as: MEEDER INVESTMETN MANAGEMENT Service code 27 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Advisory (Plan) | $1,514 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 BLDG 5 STE 405 · AUSTIN, TX 78730 | Advisory (Plan) | $1,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $2,723 | $23,119-88.2% | $71,086-96.2% | $75,289-96.4% |
| Participation rate | 17.3% | 36.3%-19.1pp | 54.7%-37.4pp | 72.4%-55.2pp |
| Annual return | -9.08% | -3.32%-5.8pp | 650.59%-659.7pp | -0.04%-9.0pp |
| Employer contribution / active EE | $0 | $399-100.0% | $1,088-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $281 | $960-70.7% | $1,874-85.0% | $3,739-92.5% |
| Admin fee / account holder | $50 | $89-43.9% | $3,082-98.4% | $102-51.0% |