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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,380 |
PENSION ASSURANCE LLP2 years Filed as: THE PENSION SERVICE, INC. Service code 14 · EIN 06-0874395 127 WASHINGTON AVENUE · NORTH HAVEN, CT 06473 | Plan Administrator | $2,981 |
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 | $38,278 | $59,191-35.3% | $76,767-50.1% | $56,289-32.0% |
| Participation rate | 40.5% | 75.2%-34.7pp | 77.0%-36.5pp | 69.9%-29.4pp |
| Annual return | -2.26% | 6.62%-8.9pp | 2.43%-4.7pp | -9.96%+7.7pp |
| Employer contribution / active EE | $1,036 | $1,759-41.1% | $2,485-58.3% | $2,111-50.9% |
| Participant deferral / active EE | $1,903 | $3,255-41.5% | $3,852-50.6% | $3,350-43.2% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |