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| Provider | Service type | Compensation |
|---|---|---|
JONES GREGG FINANCIAL2+ years Service code 27 · EIN 26-0700134 6733 D FAIRVIEW ROAD · CHARLOTTE, NC 28210 | Advisory (Plan) | $5,361 |
NATIONWIDE2+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $3,948 |
PENTEGRA SERVICES, INC.2+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 13 · EIN 27-4470015 5250 77 CENTER DRIVE · CHARLOTTE, NC 28217 | Contract Administrator | $1,089 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,291 | $32,425-12.7% | $74,577-62.1% | $55,167-48.7% |
| Participation rate | 29.0% | 54.0%-25.0pp | 68.1%-39.1pp | 69.0%-40.0pp |
| Annual return | 6.80% | 10.63%-3.8pp | 20.47%-13.7pp | 169.23%-162.4pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,172 | $1,995-41.3% | $3,458-66.1% | $3,054-61.6% |
| Admin fee / account holder | $144 | $748-80.8% | $4,138-96.5% | $504-71.4% |