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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,699 |
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION SERVICE Service code 15 | Recordkeeping | $1,018 |
SECURITIES AMERICA INC1+ years Filed as: M&T SECURITIES Service code 55 285 DELAWARE AVE · BUFFALO, NY 14202 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,417 | $71,192-68.5% | $117,861-81.0% | $62,293-64.0% |
| Participation rate | 45.3% | 74.2%-29.0pp | 79.7%-34.4pp | 69.5%-24.2pp |
| Annual return | 0.00% | 18.66%-18.7pp | 335.11%-335.1pp | 28.90%-28.9pp |
| Employer contribution / active EE | $608 | $1,934-68.5% | $3,786-83.9% | $2,042-70.2% |
| Participant deferral / active EE | $1,993 | $3,189-37.5% | $4,482-55.5% | $3,169-37.1% |
| Admin fee / account holder | $10 | $587-98.3% | $8,021-99.9% | $479-97.9% |