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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 65 · EIN 31-1225639 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Account Maintenance | $5,128 |
HICKS PENSION SERVICES5+ years Service code 14 · EIN 77-0155091 555 CHORRO STREET · SAN LUIS OBISPO, CA 93405 | Plan Administrator | $187 |
SORRENTO PACIFIC FINANCIAL, LL5+ 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.
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 | $20,547 | $29,369-30.0% | $77,513-73.5% | $73,412-72.0% |
| Participation rate | 6.0% | 37.9%-32.0pp | 54.2%-48.2pp | 72.2%-66.2pp |
| Annual return | 14.28% | 358.15%-343.9pp | 54.81%-40.5pp | 59.30%-45.0pp |
| Employer contribution / active EE | $129 | $406-68.3% | $987-86.9% | $2,234-94.2% |
| Participant deferral / active EE | $184 | $941-80.5% | $1,861-90.1% | $3,806-95.2% |
| Admin fee / account holder | $0 | $123-100.0% | $2,859-100.0% | $158-100.0% |