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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,573 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN PENSION ADVISORS, LTD Service code 26 · EIN 35-2015845 9465 COUNSELOR'S ROW · INDIANAPOLIS, IN 462406402 | Advisory (Participants) | $0 |
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 | $20,030 | $47,163-57.5% | $149,696-86.6% | $74,460-73.1% |
| Participation rate | 39.9% | 63.4%-23.5pp | 78.8%-38.8pp | 70.7%-30.8pp |
| Annual return | 20.66% | 22.75%-2.1pp | 134.46%-113.8pp | 34.38%-13.7pp |
| Employer contribution / active EE | $1,140 | $1,907-40.2% | $4,821-76.4% | $2,638-56.8% |
| Participant deferral / active EE | $1,723 | $2,730-36.9% | $5,682-69.7% | $4,530-62.0% |
| Admin fee / account holder | $205 | $343-40.4% | $13,212-98.5% | $348-41.2% |