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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $1,683 |
Filed as: FIRST CITIZENS INVESTOR SERVICE Service code 26 4300 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Participants) | $1,280 |
GOLDLEAF PARTNERS1 year Service code 13 8009 34TH AVE S., SUITE 320 · MINNEAPOLIS, MN 55425 | Contract Administrator | $1,224 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES LLC Service code 26 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Advisory (Participants) | $6 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $2,927 | $55,453-94.7% | $170,435-98.3% | $62,293-95.3% |
| Participation rate | 37.5% | 66.4%-28.9pp | 83.6%-46.1pp | 69.5%-32.0pp |
| Annual return | 86.66% | 21.38%+65.3pp | 205.94%-119.3pp | 28.90%+57.8pp |
| Employer contribution / active EE | $428 | $2,164-80.2% | $5,432-92.1% | $2,042-79.1% |
| Participant deferral / active EE | $574 | $2,303-75.1% | $4,939-88.4% | $3,169-81.9% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |