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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $107,547 |
THE BENEFIT ADVANTAGE, INC.4+ years Service code 15 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Recordkeeping | $32,231 |
MAULDIN & JENKINS4+ years Filed as: MAULDIN & JENKINS CPA, LLC Service code 10 200 GALLERIA PARKWAY SE, STE 1700 · ATLANTA, GA 30339 | Accounting | $27,650 |
IRON-CO-FID-COMPREHENSIVE3 years Filed as: IRON-CO-FID--COMPREHENSIVE Service code 27 · EIN 26-2409128 630 DUNDEE ROAD STE 200 · NORTHBROOK, IL 60062 | Advisory (Plan) | $6,375 |
SAGEPOINT FINANCIAL INC4+ years Filed as: SAGEPOINT FINANCIAL Service code 27 121 N. BUCHANAN STREET · BREMEN, GA 30110 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,510 | $33,067+31.6% | $76,518-43.1% | $56,289-22.7% |
| Participation rate | 38.1% | 55.4%-17.3pp | 68.0%-29.9pp | 69.9%-31.8pp |
| Annual return | -16.56% | 2.72%-19.3pp | -0.27%-16.3pp | -9.96%-6.6pp |
| Employer contribution / active EE | $835 | $1,200-30.5% | $2,647-68.5% | $2,111-60.5% |
| Participant deferral / active EE | $2,180 | $2,240-2.7% | $3,836-43.2% | $3,350-34.9% |
| Admin fee / account holder | $0 | $537-100.0% | $4,849-100.0% | $521-100.0% |