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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $230,138 |
PENSION ASSURANCE LLP7 years Filed as: KB PENSION SERVICES Service code 13 · EIN 65-0721164 9423 TOWN CENTER PKWY · LAKEWOOD RANCH, FL 34202 | Contract Administrator | $22,334 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,464 | $46,332+26.2% | $143,797-59.3% | $64,824-9.8% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -16.27% | -10.05%-6.2pp | -0.04%-16.2pp | 32.84%-49.1pp |
| Employer contribution / active EE | $2,456 | $1,911+28.5% | $4,952-50.4% | $2,507-2.0% |
| Participant deferral / active EE | $4,975 | $2,647+87.9% | $5,638-11.8% | $4,311+15.4% |
| Admin fee / account holder | $281 | $154+82.3% | $14,679-98.1% | $188+49.3% |