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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-1237041 PO BOX 14527 · ST PETERSBURG, FL 337334527 | Advisory (Plan) | $6,582 |
NATIONWIDE6 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $4,675 |
PENSION ASSURANCE LLP6 years Filed as: THE PENSION SERVICE, INC. Service code 14 · EIN 06-0874395 127 WASHINGTON AVENUE · NORTH HAVEN, CT 064731715 | Plan Administrator | $3,392 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,161 | $71,873-44.1% | $86,698-53.7% | $68,490-41.4% |
| Participation rate | 62.7% | 72.2%-9.6pp | 76.6%-13.9pp | 67.9%-5.2pp |
| Annual return | -15.69% | 3.54%-19.2pp | 35.96%-51.7pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,725 | $2,173-20.6% | $2,837-39.2% | $2,597-33.6% |
| Participant deferral / active EE | $3,233 | $3,779-14.5% | $4,656-30.6% | $4,028-19.7% |
| Admin fee / account holder | $117 | $6,110-98.1% | $7,492-98.4% | $5,403-97.8% |