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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $135,572 |
Filed as: BENEFIT PLANS INC Service code 15 16924 FRANCES ST SUITE 100 · OMAHA, NE 681302357 | Recordkeeping | $73,367 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADV Service code 26 · EIN 20-1665305 | Advisory (Participants) | $58,356 |
DEBOER & ASSOCIATES, PC3 years Filed as: DEBOER & ASSOCIATES Service code 10 17330 WRIGHT ST SUITE 100 · OMAHA, NE 68130 | Accounting | $12,400 |
LINCOLN NATIONAL CORPORATION5 years Filed as: LINCOLN NATIONAL CORP Service code 13 150 N RADNOR CHESTER RD · RADNOR, PA 19087 | Contract Administrator | $450 |
Filed as: EMPOWER ANNUITY INS COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $135 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,783 | $43,236-61.2% | $82,744-79.7% | $77,906-78.5% |
| Participation rate | 55.1% | 64.2%-9.1pp | 72.6%-17.5pp | 73.7%-18.6pp |
| Annual return | -11.82% | 2.40%-14.2pp | 702.22%-714.0pp | 12.16%-24.0pp |
| Employer contribution / active EE | $724 | $1,924-62.4% | $3,008-75.9% | $2,846-74.6% |
| Participant deferral / active EE | $1,466 | $3,069-52.2% | $4,395-66.6% | $4,805-69.5% |
| Admin fee / account holder | $58 | $102-43.4% | $5,325-98.9% | $133-56.2% |