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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 65 · EIN 31-1225639 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Account Maintenance | $185 |
HICKS PENSION SERVICES1+ years Service code 14 · EIN 77-0155091 555 CHORRO STREET · SAN LUIS OBISPO, CA 93405 | Plan Administrator | $5 |
SORRENTO PACIFIC FINANCIAL, LL1+ years Service code 26 · EIN 04-3746212 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $0 |
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.
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 | $5,094 | $25,723-80.2% | $69,182-92.6% | $55,167-90.8% |
| Participation rate | 6.2% | 39.4%-33.2pp | 55.1%-48.9pp | 69.0%-62.8pp |
| Annual return | 0.00% | 9.56%-9.6pp | -21.93%+21.9pp | 169.23%-169.2pp |
| Employer contribution / active EE | $140 | $480-70.8% | $1,206-88.4% | $1,963-92.9% |
| Participant deferral / active EE | $173 | $963-82.1% | $1,897-90.9% | $3,054-94.3% |
| Admin fee / account holder | $0 | $365-100.0% | $2,697-100.0% | $504-100.0% |