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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,426 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION SERVICE INC Service code 15 · EIN 16-1613026 270 NORTHPOINTE PKWY · AMHERST, NY 142281897 | Recordkeeping | $7,937 |
PENSION ASSURANCE LLP3+ years Filed as: THE PENSION SERVICE Service code 15 | Recordkeeping | $69 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,748 | $86,341-62.1% | $125,195-73.8% | $65,186-49.8% |
| Participation rate | 32.6% | 75.3%-42.7pp | 79.8%-47.2pp | 70.2%-37.6pp |
| Annual return | 16.94% | 27.44%-10.5pp | 43.79%-26.8pp | 29.39%-12.4pp |
| Employer contribution / active EE | $383 | $2,040-81.2% | $3,866-90.1% | $2,177-82.4% |
| Participant deferral / active EE | $1,319 | $3,538-62.7% | $4,937-73.3% | $3,514-62.5% |
| Admin fee / account holder | $129 | $609-78.8% | $9,704-98.7% | $847-84.7% |