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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 50 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Direct Payment | $8,033 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN SERVICES, INC Service code 15 · EIN 56-1762637 PO BOX 1658 · CARY, NC 27512 | Recordkeeping | $1,330 |
Filed as: DOUGLAS MCKINNEY Service code 17 PO BOX 907 · SKYLAND, NC 28776 | Pension Consulting | $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.
Annual investment return 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 | $19,271 | $46,360-58.4% | $147,617-86.9% | $52,331-63.2% |
| Participation rate | 29.2% | 64.9%-35.7pp | 84.6%-55.4pp | 68.1%-38.9pp |
| Annual return | -2.92% | 1.62%-4.5pp | 61.98%-64.9pp | 4.54%-7.5pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $412 | $2,258-81.7% | $4,895-91.6% | $3,022-86.4% |
| Admin fee / account holder | $45 | $766-94.1% | $11,612-99.6% | $592-92.4% |