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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $33,824 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION ADVISORS, LTD Service code 26 · EIN 35-2015845 9465 COUNSELOR'S ROW · INDIANAPOLIS, IN 462406402 | Advisory (Participants) | $6,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,240 | $46,332-62.8% | $143,799-88.0% | $64,819-73.4% |
| Participation rate | 34.6% | 64.2%-29.6pp | 80.3%-45.7pp | 71.5%-36.9pp |
| Annual return | -10.72% | -10.05%-0.7pp | -0.04%-10.7pp | 32.84%-43.6pp |
| Employer contribution / active EE | $1,132 | $1,911-40.8% | $4,952-77.1% | $2,507-54.8% |
| Participant deferral / active EE | $1,579 | $2,647-40.3% | $5,638-72.0% | $4,311-63.4% |
| Admin fee / account holder | $277 | $154+79.7% | $14,677-98.1% | $188+47.2% |