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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 38 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Participant Communication | $35,996 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION SOLUTIONS, INC. Service code 13 9116 N. KELLEY AVE. · OKLAHOMA CITY, OK 73131 | Contract Administrator | $23,319 |
EIDE BAILLY LLP1+ years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $13,327 |
Filed as: MEEDER ADVISORY SERVICES Service code 26 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Advisory (Participants) | $2,349 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $20,439 | $155,795-86.9% | $136,298-85.0% | $69,631-70.6% |
| Participation rate | 17.3% | 75.2%-58.0pp | 81.9%-64.7pp | 70.7%-53.4pp |
| Annual return | -22.46% | 232464.33%-232486.8pp | 5156.27%-5178.7pp | 27571.02%-27593.5pp |
| Employer contribution / active EE | $293 | $2,991-90.2% | $4,696-93.8% | $2,032-85.6% |
| Participant deferral / active EE | $456 | $5,394-91.6% | $6,247-92.7% | $3,224-85.9% |
| Admin fee / account holder | $0 | $128-100.0% | $9,244-100.0% | $110-100.0% |