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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $176,142 |
PENSION ASSURANCE LLP4 years Filed as: KB PENSION SERVICES Service code 13 · EIN 65-0721164 9423 TOWN CENTER PKWY · LAKEWOOD RANCH, FL 34202 | Contract Administrator | $17,675 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES OF AMERICA Service code 28 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Investment Management | $0 |
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 | $43,996 | $62,928-30.1% | $172,753-74.5% | $67,582-34.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 23.91% | 30.36%-6.4pp | 803.00%-779.1pp | 378.57%-354.7pp |
| Employer contribution / active EE | $2,066 | $1,636+26.3% | $5,144-59.8% | $2,148-3.8% |
| Participant deferral / active EE | $4,085 | $2,145+90.5% | $5,198-21.4% | $3,539+15.4% |
| Admin fee / account holder | $193 | $167+15.6% | $13,956-98.6% | $142+35.4% |