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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,520 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION SERVICE, INC. Service code 14 · EIN 06-0874395 127 WASHINGTON AVENUE · NORTH HAVEN, CT 064731715 | Plan Administrator | $2,777 |
Filed as: RAYMOND JAMES FINANCIAL Service code 27 · EIN 59-1237041 PO BOX 14527 · ST PETERSBURG, FL 337334527 | Advisory (Plan) | $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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,979 | $64,909-27.6% | $82,312-42.9% | $62,293-24.6% |
| Participation rate | 37.7% | 74.9%-37.1pp | 76.9%-39.2pp | 69.5%-31.8pp |
| Annual return | 19.39% | 21.18%-1.8pp | 25.88%-6.5pp | 28.90%-9.5pp |
| Employer contribution / active EE | $975 | $1,676-41.8% | $2,428-59.9% | $2,042-52.3% |
| Participant deferral / active EE | $1,510 | $3,103-51.3% | $3,706-59.3% | $3,169-52.3% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |