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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DEMARS PENSION CONSULTING SVCS, INC Service code 10 8700 INDIAN CREEK PKWY, STE 185 · OVERLAND PARK, KS 66210 | Accounting | $3,400 |
NATIONWIDE9 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,539 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,567 | $55,423+68.8% | $155,602-39.9% | $74,400+25.8% |
| Participation rate | 89.5% | 61.9%+27.6pp | 78.2%+11.3pp | 67.2%+22.3pp |
| Annual return | 14.50% | 269.07%-254.6pp | 64.81%-50.3pp | 1367.51%-1353.0pp |
| Employer contribution / active EE | $4,228 | $2,266+86.6% | $4,675-9.6% | $2,624+61.1% |
| Participant deferral / active EE | $3,782 | $2,835+33.4% | $5,629-32.8% | $4,348-13.0% |
| Admin fee / account holder | $186 | $1,744-89.3% | $15,923-98.8% | $1,944-90.4% |