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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 95-4516049 | Recordkeeping | $6,342 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,777 |
Service code 27 · EIN 16-1629047 | Advisory (Plan) | $1,021 |
Filed as: PENSION FINANCIAL SVCS, INC. Service code 13 · EIN 58-1485803 | Contract Administrator | $640 |
Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 13 · EIN 58-2365498 | Contract Administrator | $175 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $37,930 | $55,002-31.0% | $59,899-36.7% | $56,289-32.6% |
| Participation rate | 45.7% | 75.9%-30.2pp | 74.7%-29.0pp | 69.9%-24.2pp |
| Annual return | 10.25% | 1.13%+9.1pp | 3.46%+6.8pp | -9.96%+20.2pp |
| Employer contribution / active EE | $759 | $2,448-69.0% | $2,723-72.1% | $2,111-64.0% |
| Participant deferral / active EE | $1,529 | $3,121-51.0% | $3,402-55.1% | $3,350-54.4% |
| Admin fee / account holder | $14 | $236-94.1% | $3,592-99.6% | $521-97.3% |