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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,521 |
NEWPORT GROUP, INC.2+ years Filed as: KIDDER BENEFITS CONSULTANTS, INC. Service code 15 5700 WESTOWN PARKWAY · WEST DES MOINES, IA 50266 | Recordkeeping | $10,502 |
STIFEL NICOLAUS & CO INC2+ years Filed as: STIFEL NICOLAUS AND CO INC Service code 26 ATTN LICENSING · ST LOUIS, MO 63102 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $47,518 | $58,726-19.1% | $92,239-48.5% | $62,293-23.7% |
| Participation rate | 56.0% | 68.3%-12.3pp | 76.5%-20.4pp | 69.5%-13.5pp |
| Annual return | 9.17% | 43.62%-34.5pp | 176.29%-167.1pp | 28.90%-19.7pp |
| Employer contribution / active EE | $97 | $2,392-95.9% | $3,680-97.4% | $2,042-95.2% |
| Participant deferral / active EE | $2,248 | $2,766-18.7% | $3,897-42.3% | $3,169-29.1% |
| Admin fee / account holder | $85 | $556-84.7% | $5,194-98.4% | $479-82.3% |