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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBU, OH 43215 | Contract Administrator | $146,684 |
BENEFITS PLANS INC1 year Service code 15 16924 FRANCES ST SUITE 100 · OMAHA, NE 681302357 | Recordkeeping | $35,146 |
Filed as: LINCOLN NATIONAL CORP Service code 13 150 N RADNOR CHESTER RD · RADNOR, PA 19087 | Contract Administrator | $625 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 1295 STATE ST · SPRINGFIELD, MA 01111 | Recordkeeping | $235 |
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).
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 | $11,971 | $37,884-68.4% | $79,467-84.9% | $75,289-84.1% |
| Participation rate | 58.6% | 65.0%-6.4pp | 73.3%-14.7pp | 72.4%-13.8pp |
| Annual return | 28.91% | 1.06%+27.8pp | 718.30%-689.4pp | -0.04%+29.0pp |
| Employer contribution / active EE | $646 | $1,680-61.5% | $2,800-76.9% | $2,405-73.1% |
| Participant deferral / active EE | $1,199 | $2,569-53.3% | $3,704-67.6% | $3,739-67.9% |
| Admin fee / account holder | $0 | $77-100.0% | $5,104-100.0% | $102-100.0% |