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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $31,992 |
SECURITIES AMERICA INC5 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 | $21,147 | $58,888-64.1% | $178,499-88.2% | $73,493-71.2% |
| Participation rate | 65.8% | 66.2%-0.5pp | 81.9%-16.2pp | 70.7%-4.9pp |
| Annual return | 12.69% | 24.86%-12.2pp | 151.10%-138.4pp | 28.51%-15.8pp |
| Employer contribution / active EE | $757 | $2,236-66.2% | $5,011-84.9% | $2,270-66.7% |
| Participant deferral / active EE | $1,992 | $2,568-22.4% | $5,202-61.7% | $3,740-46.7% |
| Admin fee / account holder | $23 | $400-94.2% | $13,986-99.8% | $513-95.5% |