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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 65 · EIN 31-1225639 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Account Maintenance | $9,550 |
HICKS PENSION SERVICES7+ years Service code 14 · EIN 77-0155091 555 CHORRO STREET · SAN LUIS OBISPO, CA 93405 | Plan Administrator | $676 |
SORRENTO PACIFIC FINANCIAL, LL7+ 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,725 | $30,107-47.8% | $61,452-74.4% | $64,819-75.7% |
| Participation rate | 4.7% | 36.4%-31.6pp | 52.6%-47.8pp | 71.5%-66.7pp |
| Annual return | -13.86% | -13.99%+0.1pp | 338.96%-352.8pp | 32.84%-46.7pp |
| Employer contribution / active EE | $256 | $537-52.3% | $1,160-77.9% | $2,507-89.8% |
| Participant deferral / active EE | $465 | $1,126-58.7% | $2,125-78.1% | $4,311-89.2% |
| Admin fee / account holder | $0 | $148-100.0% | $2,131-100.0% | $188-100.0% |