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| Provider | Service type | Compensation |
|---|---|---|
JONES GREGG FINANCIAL1+ years Service code 27 · EIN 26-0700134 6733 D FAIRVIEW ROAD · CHARLOTTE, NC 28210 | Advisory (Plan) | $4,983 |
NATIONWIDE1+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $4,214 |
PENTEGRA SERVICES, INC.1+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 13 · EIN 27-4470015 5250 77 CENTER DRIVE · CHARLOTTE, NC 28217 | Contract Administrator | $518 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,228 | $31,109-18.9% | $67,711-62.7% | $52,331-51.8% |
| Participation rate | 40.6% | 54.0%-13.4pp | 67.5%-26.9pp | 68.1%-27.5pp |
| Annual return | -3.91% | 23.70%-27.6pp | 25.41%-29.3pp | 4.54%-8.4pp |
| Employer contribution / active EE | $0 | $1,076-100.0% | $2,559-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $961 | $1,970-51.2% | $3,585-73.2% | $3,022-68.2% |
| Admin fee / account holder | $130 | $466-72.1% | $4,255-96.9% | $592-78.0% |