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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-1237041 PO BOX 14527 · ST PETERSBURG, FL 337334527 | Advisory (Plan) | $7,506 |
NATIONWIDE5 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $4,546 |
PENSION ASSURANCE LLP5 years Filed as: THE PENSION SERVICE, INC. Service code 14 · EIN 06-0874395 127 WASHINGTON AVENUE · NORTH HAVEN, CT 064731715 | Plan Administrator | $3,522 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,084 | $86,286-45.4% | $111,297-57.7% | $85,850-45.2% |
| Participation rate | 55.0% | 73.3%-18.3pp | 77.3%-22.3pp | 69.3%-14.3pp |
| Annual return | 14.60% | 19.99%-5.4pp | 54.65%-40.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,084 | $2,043-46.9% | $2,731-60.3% | $2,565-57.7% |
| Participant deferral / active EE | $2,209 | $3,641-39.3% | $4,487-50.8% | $3,952-44.1% |
| Admin fee / account holder | $129 | $8,188-98.4% | $7,964-98.4% | $6,260-97.9% |