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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $86,140 |
M HOLDINGS SECURITIES INC1+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 15 | Recordkeeping | $36,804 |
LOVASCO CONSULTING GROUP1+ years Service code 15 · EIN 46-2552442 535 GRISWOLD STREET SUITE 1600 · DETROIT, MI 48226 | Recordkeeping | $8,047 |
CK FINANCIAL LLC1+ years Filed as: M FINANCIAL Service code 15 | Recordkeeping | $3,215 |
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.
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 | $81,479 | $38,925+109.3% | $73,845+10.3% | $55,191+47.6% |
| Participation rate | 36.3% | 66.0%-29.7pp | 73.4%-37.1pp | 69.2%-32.8pp |
| Annual return | -3.77% | 6.31%-10.1pp | 2267.91%-2271.7pp | 10.78%-14.6pp |
| Employer contribution / active EE | $527 | $1,695-68.9% | $2,788-81.1% | $1,899-72.2% |
| Participant deferral / active EE | $1,973 | $2,351-16.1% | $3,583-44.9% | $3,046-35.2% |
| Admin fee / account holder | $22 | $83-73.0% | $4,881-99.5% | $91-75.4% |