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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,905 |
ROYAL ALLIANCE ASSOCIATES INC2+ years Filed as: ROYAL ALLIANCE ASSOC, INC Service code 49 10 EXCHANGE PLACE SUITE 1410 · JERSEY CITY, NJ 07302 | Other Services | $821 |
REHMANN ROBSON2+ years Filed as: REHMANN FINANCIAL GROUP Service code 37 2330 E PARIS AVE SE · GRAND RAPIDS, MI 49546 | Loan Processing | $555 |
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.
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.
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 | $2,379 | $55,453-95.7% | $170,435-98.6% | $62,293-96.2% |
| Participation rate | 33.2% | 66.4%-33.2pp | 83.6%-50.4pp | 69.5%-36.3pp |
| Annual return | -16.88% | 21.38%-38.3pp | 205.94%-222.8pp | 28.90%-45.8pp |
| Employer contribution / active EE | $68 | $2,164-96.9% | $5,432-98.8% | $2,042-96.7% |
| Participant deferral / active EE | $521 | $2,303-77.4% | $4,939-89.5% | $3,169-83.6% |
| Admin fee / account holder | $41 | $455-91.0% | $13,881-99.7% | $479-91.4% |