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| Provider | Service type | Compensation |
|---|---|---|
JONES GREGG FINANCIAL3+ years Service code 27 · EIN 26-0700134 6733 D FAIRVIEW ROAD · CHARLOTTE, NC 28210 | Advisory (Plan) | $6,849 |
NATIONWIDE3+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $5,020 |
PENTEGRA SERVICES, INC.3+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 13 · EIN 27-4470015 5250 77 CENTER DRIVE · CHARLOTTE, NC 28217 | Contract Administrator | $841 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,609 | $36,767-0.4% | $81,473-55.1% | $62,293-41.2% |
| Participation rate | 19.8% | 54.4%-34.6pp | 68.0%-48.1pp | 69.5%-49.7pp |
| Annual return | 19.36% | 173.80%-154.4pp | 38.78%-19.4pp | 28.90%-9.5pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,272 | $2,111-39.7% | $3,537-64.0% | $3,169-59.9% |
| Admin fee / account holder | $171 | $797-78.5% | $4,561-96.2% | $479-64.2% |