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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $32,394 |
PENTEGRA SERVICES, INC.1 year Filed as: APS - PENTEGRA Service code 14 · EIN 13-3892096 6830 COMMERCE COURT DR · BLACKLICK, OH 43004 | Plan Administrator | $1,260 |
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 6830 COMMERCE COURT DR · BLACKLICK, OH 43004 | Plan Administrator | $1,054 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,899 | $49,255-31.2% | $70,494-51.9% | $79,856-57.6% |
| Participation rate | 78.6% | 69.2%+9.4pp | 75.1%+3.5pp | 69.6%+8.9pp |
| Annual return | 2.46% | 30.10%-27.6pp | 109.16%-106.7pp | 31.71%-29.2pp |
| Employer contribution / active EE | $1,895 | $2,100-9.8% | $2,738-30.8% | $2,471-23.3% |
| Participant deferral / active EE | $7,186 | $2,768+159.6% | $3,711+93.7% | $3,741+92.1% |
| Admin fee / account holder | $235 | $2,879-91.9% | $3,848-93.9% | $5,306-95.6% |