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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $218,814 |
PENSION ASSURANCE LLP8 years Filed as: KB PENSION SERVICES Service code 13 · EIN 65-0721164 9423 TOWN CENTER PKWY · LAKEWOOD RANCH, FL 34202 | Contract Administrator | $18,400 |
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 | $62,190 | $47,163+31.9% | $149,696-58.5% | $74,460-16.5% |
| Participation rate | 99.9% | 63.4%+36.4pp | 78.8%+21.1pp | 70.7%+29.1pp |
| Annual return | 16.51% | 22.75%-6.2pp | 134.46%-117.9pp | 34.38%-17.9pp |
| Employer contribution / active EE | $2,524 | $1,907+32.3% | $4,821-47.7% | $2,638-4.3% |
| Participant deferral / active EE | $5,101 | $2,730+86.8% | $5,682-10.2% | $4,530+12.6% |
| Admin fee / account holder | $239 | $343-30.2% | $13,212-98.2% | $348-31.2% |