Filed May 25, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $185,072 |
STRATEGIC ADVISORS, INC.3 years Service code 28 1950 N PARK PL, STE 100 · ATLANTA, GA 30339 | Investment Management | $145,575 |
Filed as: PENSION FINANCIAL SERVICES, INC Service code 13 3700 CRESTWOOD PKWY, SUITE 550 · DULUTH, GA 30096 | Contract Administrator | $67,683 |
Filed as: PENSION FINANCIAL SERVICES INC Service code 13 | Contract Administrator | $51,378 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,142 | $84,000-3.4% | $119,622-32.2% | $77,906+4.2% |
| Participation rate | 63.2% | 77.8%-14.7pp | 79.3%-16.1pp | 73.7%-10.5pp |
| Annual return | -15.45% | -11.59%-3.9pp | -14.98%-0.5pp | 12.16%-27.6pp |
| Employer contribution / active EE | $1,140 | $2,907-60.8% | $4,232-73.1% | $2,846-59.9% |
| Participant deferral / active EE | $3,394 | $4,705-27.9% | $5,601-39.4% | $4,805-29.4% |
| Admin fee / account holder | $333 | $116+187.6% | $10,328-96.8% | $133+151.2% |