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| Provider | Service type | Compensation |
|---|---|---|
APRIO BENEFIT ADVISORS LLC7 years Service code 13 · EIN 58-2526504 5 CONCOURSE PARKWAY STE 1000 · ATLANTA, GA 30328 | Contract Administrator | $7,410 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,262 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,598 | $50,919-24.2% | $155,556-75.2% | $77,762-50.4% |
| Participation rate | 34.7% | 63.1%-28.4pp | 78.2%-43.6pp | 70.6%-35.9pp |
| Annual return | 13.40% | 34.84%-21.4pp | 64.84%-51.4pp | 31.27%-17.9pp |
| Employer contribution / active EE | $650 | $1,991-67.4% | $4,675-86.1% | $2,728-76.2% |
| Participant deferral / active EE | $1,988 | $2,824-29.6% | $5,631-64.7% | $4,651-57.2% |
| Admin fee / account holder | $42 | $437-90.3% | $15,885-99.7% | $433-90.2% |