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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSION FINANCIAL SERVICES INC. Service code 13 3700 CRESTWOOD PARKWAY #550 · DULUTH, GA 30096 | Contract Administrator | $160,907 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURNACE COMPANY Service code 15 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Recordkeeping | $76,856 |
Filed as: UBS FINANCIAL SERVICES, INC Service code 28 PMT SVC PMC CO DCA YY 714420 · NASHVILLE, TN 37238 | Investment Management | $32,957 |
Filed as: HOKIN INVESTMENT ADVISORS LLC Service code 28 707 SKOKIE BLVD STE 520 · NORTHBROOK, IL 60062 | Investment Management | $5,081 |
NATIONWIDE3+ years Service code 49 | Other Services | $1,093 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,445 | $37,884-67.1% | $79,467-84.3% | $75,289-83.5% |
| Participation rate | 52.6% | 65.0%-12.4pp | 73.3%-20.8pp | 72.4%-19.8pp |
| Annual return | 23.11% | 1.06%+22.0pp | 718.30%-695.2pp | -0.04%+23.1pp |
| Employer contribution / active EE | $109 | $1,680-93.5% | $2,800-96.1% | $2,405-95.5% |
| Participant deferral / active EE | $1,104 | $2,569-57.0% | $3,704-70.2% | $3,739-70.5% |
| Admin fee / account holder | $215 | $77+181.1% | $5,104-95.8% | $102+110.4% |