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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $26,308 |
SECURITIES AMERICA INC4 years Service code 49 12325 PORT GRACE BLVD · LA VISTA, NE 681280001 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,402 | $52,961-63.4% | $172,755-88.8% | $65,185-70.2% |
| Participation rate | 57.5% | 66.2%-8.7pp | 82.6%-25.1pp | 70.2%-12.7pp |
| Annual return | 30.28% | 30.12%+0.2pp | 802.94%-772.7pp | 29.38%+0.9pp |
| Employer contribution / active EE | $620 | $2,190-71.7% | $5,144-88.0% | $2,177-71.5% |
| Participant deferral / active EE | $1,553 | $2,471-37.2% | $5,198-70.1% | $3,514-55.8% |
| Admin fee / account holder | $16 | $472-96.6% | $13,955-99.9% | $847-98.1% |