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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,884 |
UNITED RETIREMENT INC1 year Filed as: UNITED RETIREMENT, INC Service code 10 · EIN 25-1759623 | Accounting | $1,058 |
MATTHEW COLLINS1 year Filed as: MATTHEW JONES Service code 22 1410 S SALISBURY BLDV · SALISBURY, MD 21801 | Insurance Broker | $0 |
WILLIAM BLAIR2+ years Filed as: WILLIAM STAPLES Service code 22 1410 S SALISBURY BLVD · SALISBURY, MD 21801 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,687 | $57,921-3.9% | $84,753-34.3% | $57,658-3.4% |
| Participation rate | 16.5% | 72.9%-56.4pp | 76.6%-60.1pp | 70.2%-53.7pp |
| Annual return | 9.37% | 10.24%-0.9pp | 22.78%-13.4pp | 5.13%+4.2pp |
| Employer contribution / active EE | $676 | $2,598-74.0% | $3,574-81.1% | $1,974-65.8% |
| Participant deferral / active EE | $1,151 | $2,742-58.0% | $3,712-69.0% | $3,061-62.4% |
| Admin fee / account holder | $22 | $130-83.1% | $5,333-99.6% | $95-76.7% |