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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,202 |
Filed as: CETARA ADVISOR NETWORKS LLC Service code 27 C/O RETIREMENT PLAN SOLUTIONS TE · EL SEGUNDO, CA 90245 | Advisory (Plan) | $9,696 |
MMA SECURITIES LLC1 year Filed as: ASSURED PARTNERS NORTHEAST, LLC Service code 13 123 MAIN STREET · WHITE PLAINS, NY 10601 | Contract Administrator | $6,472 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $11,785 | $47,456-75.2% | $172,755-93.2% | $77,775-84.8% |
| Participation rate | 20.0% | 66.3%-46.2pp | 82.6%-62.6pp | 73.2%-53.2pp |
| Annual return | 43.18% | 35.57%+7.6pp | 802.94%-759.8pp | 32.58%+10.6pp |
| Employer contribution / active EE | $505 | $1,574-67.9% | $5,144-90.2% | $2,504-79.8% |
| Participant deferral / active EE | $840 | $2,560-67.2% | $5,198-83.8% | $3,966-78.8% |
| Admin fee / account holder | $60 | $81-25.4% | $13,955-99.6% | $100-39.8% |