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| Provider | Service type | Compensation |
|---|---|---|
HOKIN INVESTMENT ADVISORS2 years Filed as: HOKIN INVESTMENT ADVISORS LLC Service code 28 707 SKOKIE BLVD STE 520 · NORTHBROOK, IL 60062 | Investment Management | $0 |
NATIONWIDE4+ years Service code 49 | Other Services | $0 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURNACE COMPANY Service code 15 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Recordkeeping | $0 |
Filed as: PENSION FINANCIAL SERVICES INC. Service code 13 3700 CRESTWOOD PARKWAY #550 · DULUTH, GA 30096 | Contract Administrator | $0 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC Service code 28 PMT SVC PMC CO DCA YY 714420 · NASHVILLE, TN 37238 | Investment Management | $0 |
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 | $14,449 | $44,794-67.7% | $90,324-84.0% | $77,775-81.4% |
| Participation rate | 57.4% | 66.6%-9.2pp | 73.3%-15.9pp | 73.2%-15.9pp |
| Annual return | 19.07% | 28.23%-9.2pp | 78.15%-59.1pp | 32.58%-13.5pp |
| Employer contribution / active EE | $139 | $1,809-92.3% | $2,856-95.1% | $2,504-94.5% |
| Participant deferral / active EE | $1,415 | $2,642-46.4% | $3,885-63.6% | $3,966-64.3% |
| Admin fee / account holder | $232 | $94+145.5% | $5,356-95.7% | $100+131.6% |