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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,579 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SVS Service code 15 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Recordkeeping | $10,290 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SVCS Service code 15 | Recordkeeping | $907 |
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 | $4,675 | $29,516-84.2% | $77,513-94.0% | $90,274-94.8% |
| Participation rate | 20.2% | 33.7%-13.5pp | 54.2%-34.0pp | 73.4%-53.1pp |
| Annual return | 10.95% | 231.18%-220.2pp | 54.81%-43.9pp | 53.97%-43.0pp |
| Employer contribution / active EE | $0 | $381-100.0% | $987-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $330 | $944-65.1% | $1,861-82.3% | $4,231-92.2% |
| Admin fee / account holder | $65 | $106-38.7% | $2,859-97.7% | $114-43.1% |