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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4056830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $211,641 |
THE BENEFIT ADVANTAGE, INC.3 years Service code 15 · EIN 38-3254950 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Recordkeeping | $17,822 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 15 4211 S. 102ND ST. · OMAHA, NE 68127 | Recordkeeping | $1,480 |
Filed as: CONCORDE INS AGENCY INC Service code 22 1120 E LONG LAKE RD · TROY, MI 48085 | Insurance Broker | $0 |
L M KOHN & COMPANY2 years Filed as: L.M. KOHN & COMPANY Service code 27 10151 CARVER ROAD · CINCINNATI, OH 45242 | Advisory (Plan) | $0 |
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 | $25,825 | $73,367-64.8% | $79,467-67.5% | $73,367-64.8% |
| Participation rate | 5.8% | 69.5%-63.7pp | 73.3%-67.6pp | 69.5%-63.7pp |
| Annual return | -6.55% | 173.45%-180.0pp | 718.30%-724.9pp | 173.45%-180.0pp |
| Employer contribution / active EE | $124 | $2,499-95.0% | $2,800-95.6% | $2,499-95.0% |
| Participant deferral / active EE | $198 | $4,033-95.1% | $3,704-94.6% | $4,033-95.1% |
| Admin fee / account holder | $282 | $68+313.0% | $5,104-94.5% | $68+313.0% |